Dedicated Planning Services - Experienced Guidance, Purpose-Based Advice and a Personalized Plans.
The dedicated planning process is customized to be uniquely yours. It looks at where you are today, where you want to go, and helps keep you on track with strategies to address your needs and long-term plans. We also discuss potential roadblocks that might arise during your journey or that might tempt you to veer off course.
Working collaboratively with a Thrivent financial professional has many benefits. We help you:
- Establish your financial vision.
- Assess your net worth, cash flow and needs.
- Develop strategies to help you reach your goals.
- Provide objective written recommendations with purpose- based advice to reach your goals.
- Give examples and step-by-step plans.
- Periodically review your situation to help you stay on track.
Fee based planning takes into consideration the complexity of your financial situation and the level of analysis required. We will provide you with specific cost estimates for services that meet your goals.
Your personalized dedicated plan may include:
- Retirement accumulation strategies
- Retirement income-distribution strategies
- Charitable Giving strategies
- Investment planning and portfolio recommendations
- Tax-saving strategies for now and in the future.
- Trust planning
- Estate planning strategies
- Education planning strategies and
- Savings strategies
Please reach out to get started.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.
Products and services. Aligned with your priorities.
Investments, Charitable Giving, or Family Protection. There are many financial tools to consider. We understand how crucial it is to choose those that best address your goals and what matters most to you. We listen to your needs and ensure we focus on your values to help you reach your dreams. We include you in every step of the process as we offer solutions that provide clarity and confidence for your financial journey.
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.
