Financial Planning Starts With You
They're called "personal finances" for a reason. That's why you deserve to do business with someone who will work with you, not around you.
Thrivent exists to serve the financial needs of all our members. And our members come from all walks of life and have a wide range of goals. That's why we offer a variety of solutions to fit your budget and needs – from full-service financial planning for a fee, to needs-based solutions such as insurance, annuities, mutual funds and retirement accounts.
Regardless of how you work with us, know that we’ll put you and your needs first – front and center.
If a full-service financial planning relationship is what you’re looking for, Thrivent can deliver with our fee-based planning options. No two journeys follow the same route – that's why working collaboratively with a financial professional in a fee-based planning relationship has many benefits. From helping you establish a vision – to developing strategies to help reach your goals – we’ll coordinate with other professionals, if applicable, and review your plan periodically to help you stay on track.
But you may be wondering: Can I afford a financial plan and the advice that comes with it?
Thrivent helps you answer "yes" by matching you with an advisor who is:
Nearly half of Americans are scared to even talk to a financial advisor because of cost concerns.1 But the cost for financial planning services depends on several factors, including the complexity of your financial situation and the analysis required. Your financial advisor will provide specific cost estimates after learning about your situation and goals.
Ratings reflect Thrivent's overall financial strength and claims-paying ability, but do not apply to the performance of investment products.
1 2015 Harris Poll on behalf of McAdam, LLC.
2 2018 Northwestern Mutual Planning & Progress Study.
3 As of May 2019.
4 "World's Most Ethical Companies" and "Ethisphere" names and marks are registered trademarks of Ethisphere LLC.