Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.
Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.
Our solutions
About Thrivent
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
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
2024-05-22T02:00:00
What The Country’s Wealthiest, Most Successful People Do Differently
Virtual
Why is it that some individuals effortlessly achieve financial security, while others find themselves trapped in the cycle of living paycheck-to-paycheck or, worse, facing financial setbacks? What sets the financially comfortable apart from those struggling?
In a comprehensive study involving 5,000 participants, award-winning journalist and bestselling author, Jean Chatzky, unveils the distinct traits and habits that distinguish wealthy individuals from their less successful counterparts.
At this engaging presentation, Jean will share the secrets of her groundbreaking research on the self-made wealthy, and how anyone can break through barriers that stand between them and financial freedom.
The four surprising habits of the rich.
- The seven traits you can't succeed without.
- How 5,000+ people went from zero to wealth.
You have the power to determine your financial future. It's time to invest in what matters to you most.
After the featured program, Thrivent clients and friends are invited to stay on for our Annual Celebration of Membership to hear important updates from Thrivent leadership, regional stories, and more.
- 7:00 - 8:00pm PT - Featured Program
- 8:00 - 8:30pm PT - Annual Celebration of Membership
No products will be sold. Jean Chatzky is not affiliated with or endorsed by Thrivent. The views expressed in this presentation are her own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, see thrivent.com/social.
2024-06-05T01:30:00
Keeping the Tax Man Away with Debbie Taylor
Virtual / English
Tax Planning: Providing Value Without a Doubt
Are taxes a topic that you avoid? It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Learn how to avoid the tax "gotchas" with Debbie Taylor, Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC.
This informative event will cover:
Why tax planning is a 'must do.'
Ways to make the most of Roth IRAs.
How to manage your tax brackets now and in the future.
No products will be sold.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
This program will not be available for replay.
2024-06-12T01:30:00
Two Doors of Retirement
Virtual / English
Help reduce the risk of outliving your retirement savings.
You can either outlive your money or your money can outlive you. Let’s pick the ideal door for you.
Where are your assets? What is your top risk in retirement? How can you create guaranteed income?
• Review where your assets will be during retirement.
• Discover the top risks that worry retirees today.
• Learn how you can help create a guaranteed source of income that you can’t outlive.
No products will be sold.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Guarantees based on the financial strength and claims paying ability of Thrivent.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member and , and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. .
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or for more information about our financial advisors.
This program will not be available for replay.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.
News and insights
Interest rates & liquidity challenges drive collapse of two regional banks
The recent failure of two regional banks made headlines and contributed to some market turmoil. Thrivent Chief Investment Strategist Steve Lowe shares insight into the factors behind the collapse, and what markets are watching for moving forward.
Office information
Operating Hours:
M – T: 8:30 a.m. – 5 p.m. Friday 8:30 am - 3 pm
Phone:
480-563-1367Operating Hours:
Meetings upon request
Address:
201 N AlarconPrescott, AZ 86301
Operating Hours:
Meetings upon request