Brighter futures begin with a strategy
Together, we’ll bring your financial future into focus with
personalized advice. With over 100 years of experience,
we can help you confidently plan for success.
personalized advice. With over 100 years of experience,
we can help you confidently plan for success.
Your goals. Our guidance on achieving financial clarity.
Nov 3, 2021
Maybe you’re just starting your career. Or unsure about your goals. Or nearing retirement. No matter where you are on your journey—or what your finances look like now—we’ll help you create and sustain a lifelong strategy. We have an extensive team and more than a century of experience behind us. We’ll tailor our guidance to suit your unique needs and priorities.
Marriage. Divorce. Having a baby. Sending a child to college. Losing a job. Starting a new one. When major life changes arise, it may also be time for some financial adjustments. We can help you review your insurance coverage, assess your savings and investments, and adjust your overall strategy—all to reflect your new goals and circumstances.
Nov 12, 2021
The rewards of work include what comes next. Saving and planning for retirement helps ensure you’ll have the resources you need when the time arrives. We can provide insight—and access to financial products that can help you reach your goals.
Oct 26, 2021
To cover education costs, every dollar makes a difference. We’ll help you factor in how savings plans, scholarships, grants, work-study and other options can contribute to your needs—and potentially minimize your reliance on student loans.
Nov 4, 2021
For many clients, financial strategy includes making a difference—now, and in the future. We can help you craft a strategy that includes ways to support the people, organizations and causes you care most about.
Turning ideas into action
Building a financial strategy can feel a bit like building a home. We use this model as a blueprint, with several phases to help clients develop and prioritize their goals.
Foundation
Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.
Accumulation
A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.
Distribution
After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.
Legacy
Some clients want to continue making an impact after they’re gone. This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.
Tax-efficient financial strategies
Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy. We help clients manage their tax burden—while still paying their fair share.
Start with a strong foundation
Build with help from the experts.
Put the financial house to work for you
We'll start with a blueprint everyone's on board with and work from there. Investing our time and expertise in you, your loved ones and your dreams, let's get started on your path to financial clarity.
Purpose-based advice that delivers
Combining trust, understanding and action to deliver
the solutions you need.
the solutions you need.
Connect
The best financial guidance and advice should focus on your personal goals and dreams. And that takes a personal connection. We can help.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Refer to the Thrivent Investment Management Inc. Regulation Best Interest Disclosure document for information on fees, products, services, potential conflicts of interest, and additional information. Both are available upon request from your financial advisor or professional and on thrivent.com/privacy-and-security/disclosures.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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