You’ve built a meaningful life—
now build your legacy.
now build your legacy.
Legacy planning isn’t about how much you have, it’s about shaping the future on your terms. You’ve spent years creating a life that reflects your values, so let’s do the same for your legacy. Because it’s more than what you leave behind—it’s what you intentionally pass forward.
Don't wait to make your wishes clear
If you’re part of the 55% of Americans without an estate plan,* you may be leaving your loved ones with difficult decisions later on. Without a clear plan, they may face uncertainty about how to care for what you’ve built or how to honor your wishes. The good news? A few simple steps today can help you shape your legacy on your terms.
What to expect when we meet
We’ll work together to help your financial plan nurture the people and causes close to your heart.
- Purposeful giving: Choose from options that align with your financial goals and help your legacy live on—whether you want to give now or later.
- Lasting impact: Preserve more of what you’re building to increase your impact. It’s not just about what you leave—it’s about what they keep.
- Proactive Planning: Set up time to connect and help your beneficiaries get more of what you pass down, so you can leave a legacy of love—not loose ends.
Plan ahead to support your family
By looking at your financial plan from every angle, you can help protect your loved ones, reduce potential tax burdens, and amplify your impact. An appointment with a financial advisor can also help you:
Your legacy, through your lens.
Asking yourself these questions can help you start shaping a future that matches your vision:
- Who do I want to receive my assets and when?
- Are my wishes clearly defined in a will?
- What strategies can I use to minimize estate or income taxes?
- Am I ready to adjust my plan as life changes?
We can help you take the first step
Legacy planning can feel daunting, but we can help. By taking a thoughtful, personalized look at your unique situation, we’ll work together to use your assets to create the greatest impact for your loved ones and your community.
Plan ahead for your future
Waiting is easy. But planning now means your legacy is shaped by intention, not chance. Let's connect to create a legacy that reflects what matters most to you.
*trustandwill.com, Trust & Will's 2025 Estate Planning Report.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.
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