Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our story
For more than 30 years, we have been working to help simplify people's financial lives and maximize their opportunities. We believe success is the result of us working together to offer holistic planning, advice and consistent execution. After getting to know you and your goals, we provide clarity for the vision of your financial future and legacy, and help you get there.
Our team
How we work with you
Our approach integrates your objectives into a personalized roadmap that grows and changes as your needs and goals do. We develop customized solutions across these key areas: Helping to strengthen your financial position, protect your financial future, accumulate wealth, explore more tax-efficient ways to manage your money, plan for a long-term care event, save and prepare for income in retirement, turn those savings into a solid retirement income strategy, and pass on a meaningful legacy.
Community impact
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
2025-02-26T01:30:00
What’s Your Retirement Style? Discover What Works for You with Dr. Wade Pfau
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. After decades of saving, you may realize that you need a solid strategy to make your money last through the years ahead.
Join us for “What’s Your Retirement Style”, an exclusive conversation with Dr. Wade Pfau, to learn how crafting the right plan today can help ensure you're ready for the journey.
• Think about whether you prefer retirement income that depends on market growth, or that is guaranteed no matter how long you live.
• Discover how much flexibility or security you want in your retirement income strategy.
• Identify your own income style based on your unique preferences.
Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
Register below to attend the event or indicate you'd like to receive a recording.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own.
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. For more information visit Thrivent.com/social.
2025-03-26T03:00:00
Unleashing Your Best with Eric Boles | Livestream Feature Event
Think of when you were at your best. Maybe you felt confident. Or powerful. Or passionate about life. What if you could be at your best more often? What if you could unleash the same power again and again?
Inspired by this idea, Eric Boles, the CEO and Founder of The Game Changers, Inc. created a step-by-step approach to boosting performance in every part of life in his book, "Moving to Great: Unleashing Your Best in Life and Work."
Join us for this engaging presentation where you'll learn how to:
- Identify your goals with clarity.
- Overcome complacency to unleash your full potential.
- Be your best more of the time.
Eric's insight is backed by his experience as an NFL Wide Receiver, global talent development expert, and peak performance speaker.
No products will be sold.
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 120 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 2.4 million clients, as well as the communities in which they live and work.
News and insights
Office information
Operating Hours:
Monday through Friday: 9 a.m. to 5 p.m.