Wealth Management
Ideal for clients seeking goal-aligned, ongoing investment accounts management by experienced financial professionals. Our dedicated in-house investment manager will help you blend purpose and performance using strategic investments aligned with your priorities, whether it's building your retirement fund, supporting philanthropic ventures, or expanding your family or business.
Dedicated Planning
Erica CFP® leads our comprehensive Dedicated Planning Services. Through this personalized service, we'll work with you on a one-time basis or through an ongoing relationship to identify strategies with objective, written recommendations for a flat, transparent fee.
The goal is to create a financial roadmap that will guide you. You expect a lawyer or a doctor to be on your side, always working in your best interest. We think the same should be true of your financial advisor. Our advice is not tethered to a need to sell you something; instead, we are here to provide clarity and guidance toward your financial goals. Our in-depth Dedicated Planning Service covers topics including:
- Retirement Income Planning
- Education Planning
- Investment Management
- Estate Planning
- Social Security Optimization
- Pension Optimization
- Charitable Giving Strategies
- Tax Diversification
- Tax-Efficient Wealth Strategies
Solutions-Based Strategies
Ideal for clients seeking product solutions to solve a specific need in their financial plan to protect and save your finances.
- Roth and Traditional IRAs
- Life Insurance
- Long-Term Care Options
- Disability Solutions
- Mutual Funds
Financial planning is personal. That's why our conversations focus on your unique values and goals.
Your values, financial needs and goals
How to build a financial plan with a strong foundation
Pursuing your financial goals, together
Understand
Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.
Your financial advisor will talk to you about:
- Who you are and what you value
- Your current financial situation
Strategize
Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.
Your financial advisor will talk to you about:
- Clarifying what areas you want to address
- Identifying areas of opportunity and options to consider
Implement
Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.
Your financial advisor will talk to you about:
- What steps you want to take going forward
- Your progress on agreed upon steps
Adapt
Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.
Your financial advisor will talk to you about:
- What, if any, life changes have happened recently
- What other financial items are top of mind
Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.
Your financial advisor will talk to you about:
- Who you are and what you value
- Your current financial situation
Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.
Your financial advisor will talk to you about:
- Clarifying what areas you want to address
- Identifying areas of opportunity and options to consider
Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.
Your financial advisor will talk to you about:
- What steps you want to take going forward
- Your progress on agreed upon steps
Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.
Your financial advisor will talk to you about:
- What, if any, life changes have happened recently
- What other financial items are top of mind
Boise, ID 83702
Ready to connect?
Or call us directly: 707-448-8083
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all team members may provide all products, programs and services in all states.
Not all team members may office at the locations listed.
* as of December 31, 2024
** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.