Individualized, innovative, and strategic plans that lead to financial confidence
At the Thrivent office in Johns Creek, our mission is to build financially confident and thriving households and businesses, equipped with the tools they need to achieve their unique goals.
We work with our clients in a holistic financial advisory relationship. We can assist you & your family with managing your investments, executing a 401(k) rollover, constructing a retirement plan, covering your income needs in retirement with annuities, saving for college or home purchase, purchasing life insurance for a variety of needs, retirement planning, mitigating risk with disability or Long Term Care insurance, estate planning strategies, charitable giving strategies & more!
We primarily serve clients in the Alpharetta, Brookhaven, Buckhead, Cumming, Johns Creek, & Peachtree Corners communities.
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.
