Relief from personal financial management.
Whether you’re a busy retiree or a caregiver with a family of your own, time is precious. SIMPLIFY combines the convenience of cash management, bill paying and recordkeeping with an investment portfolio. We help relieve you from these duties so you can enjoy life and the people in it.
How SIMPLIFY can help
SIMPLIFY takes care of your reoccurring financial obligations, so you have more time to volunteer at church or in your community, be active or simply spend time with those you love. Here's how it works:
- Choose one of five model portfolios.
- Provide us with a list of your bills.
Then, Thrivent Trust Company:
- Periodically rebalances your portfolio to increase cash levels.
- Pays the bills you have designated us to pay on your behalf.
- Provides you with a monthly statement that shows your income, investment portfolio and bills paid.
- SIMPLIFY FAQs
"What I think is awesome is I have the flexibility to travel, and not worry about my bills being paid. ... I love this service, because they take care of it all."*
* The client's experience may not be representative of the experience of other clients. This story is also not indicative of future performance or success.