Outstanding Financial Planning on the Treasure Coast
Thrivent is a Fortune 500 membership organization of Christians founded in 1902. Our office provides holistic Dedicated Planning Services for a fee to deepen your baseline financial plan, identifying strategies to help address your needs, providing you with objective written recommendations, to help get you where you want to be - all while focusing on the topics most important to you. Our service areas include but are not limited to Stuart, Jensen Beach, Palm City, Port Saint Lucie, Hobe Sound, Ft. Pierce, and Vero Beach. I'm also personally licensed in a myriad of other states (see above) if you reside outside of the Treasure Coast FL area. Our services include life insurance, disability insurance, extended care insurance, mutual funds, annuities, brokerage, managed accounts, and advice for a fee. We can also work with other members of your advisory team including your accountant and estate planning attorney to preserve your estate and minimize taxation so you can leave a legacy for your loved ones and causes that you care about.