Financial guidance aligned with your unique story and goals
As an advisor with Focus Forward Financial Group, a team of Thrivent Advisors, our approach to guiding you toward financial clarity is shaped by your individual needs. To best align your plan with what’s important to you, we will help you:
• Understand your current situation and map out your future priorities.
• Set actionable goals based upon your needs, wants and wishes.
• Move forward with confidence to get you where you want to go.
How you work with us is up to you, choose the solution that is right for you.
Dedicated Planning Services
With our fee-based dedicated planning services, you gain a partner to help build and navigate a plan that reflects your personal goals. You are matched to a financial advisor licensed to offer investment advisory services. Your financial advisor can evaluate your current situation and help ensure that you are well positioned to move forward toward your future with confidence.
Managed Accounts Program
Our managed accounts program can help you get on track and stay on track when it comes to your investment goals. By offering investment advice with personalized services, our financial advisors can help you make investment decisions guided by your priorities.
We offer both discretionary and non-discretionary managed accounts so you can choose how involved you want to be with investment decisions. With the ongoing professional management of your investments, you can have more freedom to think about the other important things in life.
Solutions-Based Strategies
We offer a wide array of solutions-based strategies to help you feel secure in your finances. These investment and insurance products are a great option for people who already have a financial plan but want to meet a one-off need. Or they can be combined to form a diversified portfolio of solutions to help you meet larger goals like protecting your future, saving for milestones, taking care of loved ones, and living a life full of meaning and purpose.
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.
