We’re one year old!
Okay, yes, that’s misleading – our new OFFICE SPACE is now one year old! We’ve spent the past 12 months making the space a warm and inviting place to meet and work on bringing financial plans to life for our clients. One of the most rewarding aspects of our new office has been the ability to host gatherings, including our most recent holiday open house in early December, and to offer a place to gather back-to-school supplies, food, and toy drives throughout the year.
In addition to improving our office space, we have also joined the Rotary Club of Tyler, the Tyler Chamber of Commerce, and the Better Business Bureau of Central East Texas. We are BUSY making a difference in our community!
We have thoroughly enjoyed our new working environment and encourage anyone that hasn’t visited us here to do so at your convenience. We are located at 119 W. Charnwood Street near downtown Tyler in the historic Brick Streets District.
Wine to Water for Volunteer Week 2023
Every April, Thrivent recognizes Volunteer Month with various employee activities, and this year they really hit it out of the ballpark with the Wine to Water Filter Build initiative. You may have seen our invitation to our annual Spring BBQ where we highlighted a 'water filter build' for this organization, or received an email from Thrivent offering a free water filter build kit to be sent to your home? When we received the first notification of this offer from our home office, we enthusiastically responded with a 'yes, we will participate!' - having NO IDEA what we were really signing up for. When the box arrived with our first (5) water filter kits, we were shocked at how small the kits and the shipping box were. So small! But after reading more about the organization on their website, www.winetowater.org, we were so excited to be a part of this project. We immediately ordered (5) more kits.
As you can see from our pictures, Thrivent members LOVE to do things - and in this case, they loved the water filter build project. So simple, yet so very effective. The water filters were assembled, repackaged, and returned to Wine to Water in North Carolina for inspection and shipping to their end users in the various locations they serve, including Nepal, the Amazon, Tanzania, Dominican Republic, and Haiti. However, this is not all that Wine to Water achieves. They have several other projects serving these communities, including Water4Schools, Disaster Relief, Health Care facilities, and other training programs for communities.
You can support this organization directly through their website or by sponsoring a water filter build event like ours. Go to www.winetowater.org to find out more. Thank you to our fabulous volunteers who laughed and prayed over our own small project. We appreciate you!
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
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.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.