Personalized Planning. Professional Guidance.
Whether you're exploring ways to improve your personal financial strategy or support your business goals, we’re here to help you move forward with confidence.
At Thrivent, we view money not as a goal, but as a tool. That’s why we begin by getting to know you: your values, your goals, and what matters most in your life. From there, we work together to develop a personalized strategy designed to help you make informed financial decisions.
As part of our planning process, we offer:
- Goal Development
- Financial Snapshot
- Investment Review
- Tax Scenario Exploration
- Retirement Income Strategy
- Social Security Timing Guidance
- Scenario Planning Tools
- Action Plan Summary
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
