Get Started on Your Personalized Plan
Our financial advice process puts you in charge of decision-making. That starts with how you want to connect with us.
Our approach to financial planning
We combine financial expertise and purpose-based planning to bring you clarity for where you are today and your path forward. Regardless of where you're starting from or how confident you feel about finances, we offer strategies and coaching that meet a variety of individual needs. From assisting with questions to providing ongoing guidance, we help you reach your personal version of success with confidence.
This can include, but it isn't limited to:
- Setting your short- and long-term financial goals to help you balance between your life today and your life tomorrow
- Understanding your protection needs for your income, lifestyle, family or business
- Developing a tax-wise investment strategy
- Making a smooth transition towards retirement.
Financial Planning Services are offered through Thrivent Investment Management Inc. – review their Form CRS Relationship Summary to learn more.
What matters to you, matters to us.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Implementation of your written recommendations will be done separate from the Financial Planning Services. You will determine whether and how to implement recommendations.
Financial Planning Services are available through investment adviser representatives only.
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. Available upon request from your financial professional and on thrivent.com/disclosures.