COR Financial Group

Our vision is a community of many grateful clients with carefully organized financial plans, and lives being transformed from success to significance.

We make it our mission to passionately deliver caring, creative and complete financial guidance to everyone we possibly can, with God’s help, through a disciplined and systematic approach to excellence

Team intro

Our story

Our approach is designed to put the human being first. We genuinely want to get to know each client and form a trusting and caring relationship. We believe the ability to consistently make wise and prudent financial decisions is best done in an atmosphere of collaboration, dialogue and clear communication.

Our team

David Granner

MBA, CFP®, FIC

Wealth Advisor

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Chris Pugh

CFA®

Director of Investment Operations

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Molly Berner

Director of Administration

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How we work with you

Our goal is to help you answer the most important question: “What is it that you want?” We work with you to help develop your answer to this ongoing question.

Our solutions

Dedicated planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

About Thrivent

Helping you follow your heart

Whether it’s their faith, families or communities. Thrivent clients use our financial advice for something bigger than money. Watch one clients’ story and get inspired to follow your heart with Thrivent.

Community impact

Michigan Theater Event

Every other year, we host an all-client appreciation event at the Michigan Theater.

Community Picnic

Every other year, we like to invite our clients out to our horse farm for a family community picnic.

Bethania Kids

Bethania Kids is a ministry to destitute, disadvantaged and disabled children in India, which has touched over 3,000 lives.

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

Longevity Risk in Retirement: Steps to Retirement Security with Tom Hegna

Will your retirement income last as long as you do? Don't miss the recording, Longevity Risk in Retirement: Steps to Retirement Security Featuring Tom Hegna, find out how to plan ahead for income you cannot outlive and care you may eventually need.

Register today to access on-demand September 27 - October 10

No products will be sold. For more information visit Thrivent.com/social.

The SECURE Act and SECURE Act 2.0

What Tax Laws Mean for You Now and in the Future

While your retirement savings make up a significant portion of your net worth, those funds have not yet been taxed. You need to be proactive to reduce or eliminate a big tax hit later. When explaining SECURE Act and SECURE Act 2.0, expert Ed Slott will share how strategies like the Roth IRA and Roth conversions can help you prepare. Learn effective ways to manage your retirement accounts, RMDs and the importance of beneficiary planning which can help loved ones minimize taxes too.

2 Sessions

Tuesday, October 3: 12:30 & 7:30 PM ET

No products will be sold at this event. For additional disclosures, see Thrivent.com/social. 5843420.1

The Generosity Story: A New Page in Christian Giving

Church leaders: explore generosity far beyond dollars given and hours served. Join COR Financial Group and David Granner October 4 at 12:00 PM ET to discover a framework for how to cultivate generosity in your church and community, based on a new study by Thrivent and Barna.

No products will be sold. For additional disclosures see Thrivent.com/social.

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

Want to see beautiful photography on your wall all year long? Order your 2024 Thrivent calendar featuring the theme “Perspective”: https://bit.ly/3JZXntY Available to order while supplies last.

In observance of #LifeInsuranceAwarenessMonth, September serves as a reminder for individuals and families to evaluate their life insurance needs. #LIAM23

What is lifestyle inflation & how does it affect your budget?

Lifestyle inflation refers to a person's upgraded standard of living following a rise in income. Learning to become mindful of one’s spending habits is a key to avoiding this phenomenon. For disclosure information, see Thrivent.com/social.

Office information

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Address:

6900 E Joy Rd
Ann Arbor, MI 48105

Phone:

(734) 996-8811

Email:

david.granner@thrivent.com

Operating hours:

Monday–Friday, 9 a.m. to 5 p.m.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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 FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

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 Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.