Focused on Meeting Your Needs
Sometimes all you need is someone to help show you the way, and it's no different when it comes to your finances. Whether you're just starting out in your career or are preparing for the retirement of your dreams, we're here to listen,understand, and help guide you along your financial journey.
Through a full range of Thrivent products and services, we'll help you create a financial strategy driven by your values that will help you thrive.
Together, we can explore how you can:
- Save for a specific need, like retirement or college.
- Prepare to transition savings to income in retirement.
- Invest with purpose and manage your portfolio tax efficiently.
- Build lifelong income.
- Explore more tax-efficient ways to manage your money.
- Protect your financial future - and your family's.
- Be better prepared financially in the event of a death.
- Plan for long-term care expenses.
- Support your church and community.
- Preserve and pass on your estate.
Guidance - Your Way
We believe financial guidance should be as unique as you. We'll take time to get to know you - your values, your goals, and your needs - and TOGETHER we'll help you develop a personalized financial strategy with solutions that fit your lifestyle wherever you are on your financial journey.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Worthington Office
- Phone:
- 614-396-4132
- Fax:
- 614-396-4117
Hours
M – Th: 9 a.m. – 5 p.m.
Friday: 9 a.m. – 3 p.m.