Choose how we work together
At Thrivent, 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 can 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.
We know you have unique financial priorities; that’s why we offer three different options for working together. To help you make an informed decision, we’ve provided a breakdown for each option on the back page. Keep in mind that these services can be provided on their own or together for a more holistic strategy.
Dedicated planning services
With our comprehensive dedicated planning services, you gain a partner to help build and navigate a plan that reflects your personal goals. You can be matched to a financial professional licensed to offer investment advisory services. Your financial professional will evaluate your current situation and help ensure that you are well positioned to move forward with confidence.
Dedicated planning can be provided as a one-time or ongoing service—whichever meets your needs. Fees for this service depend on several factors but will never be sprung on you. After agreeing to the level of service that is right for you, your financial professional will provide objective recommendations and clear action steps to help you focus on what matters most to you.
Managed accounts program
Our managed accounts program can help you get on track and stay on track with your investment goals. By offering investment advice with personalized services, our financial professionals can help you make investment decisions guided by your priorities.
We offer both discretionary and nondiscretionary 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. Annual fees may be negotiable and are determined based on a percentage of your assets and the service level that fits your needs.
Solutions-based strategies. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
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 recently uncovered 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.
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.
