At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.
Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values.
At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.
Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values.
Our story
Raeann, David and Rick formed one team named Legacy Consultants.
Our name is significant for two reasons. First, we are dedicated to helping clients make the most of their assets and protect their income so they can plan a legacy that continues supporting the churches, charities and people they love long after they’ve gone to heaven.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
We seek first to understand, then to be understood. Our first priority is to understand our clients’ goals and values. Our clients also get to decide how they want to engage with us. We offer three levels of service: life event specific financial planning, assets under management investment advice or dedicated planning.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-10-01T04:00:00
Dr. Gary Chapman: The 5 Languages of Appreciation in the Workplace
Do you want to learn how to improve workplace relationships? Join Dr. Gary Chapman where he will teach you to effectively communicate authentic appreciation and encouragement to employees, co-workers, and leaders. Learn tools to improve staff morale, create a more positive workplace and increase staff engagement.
No products will be sold. For additional disclosures see Thrivent.com/social.
2024-10-01T17:00:00
The Washington Update with Jeff Bush
What Happens in Washington Affects Your Investments and Retirement
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.
Join us Tuesday, October 1st at 1:00 and 9:30 p.m. for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.
2024-10-18T20:00:00
Trunk-Or-Treat
Bring the entire family to Central Lutheran School for Legacy Consultant's annual Trunk-Or-Treat event on Friday, October 18th, from 4 to 6 p.m. Come enjoy a variety of fun activities for all ages, with festive Halloween treats and candy!
We kindly ask for guests to bring a non-perishable food item or paper products, in support of the Concordia Theological Seminary Food and Clothing Co-Op.
We look forward to seeing you there!
RSVP to Cindy by phone at (734) 432-7777 or email cynthia.trzcinski@thrivent.com.
No products will be sold. For additional disclosures see Thrivent.com/social.
News and insights
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.
Phone:
260-387-6488Operating Hours:
M – F: 9 a.m. – 5 p.m.