At Crane Financial Group, we have the expertise to help you develop specific financial strategies for all life's stages. Our team’s combined years of experience provide valuable insight and knowledge that helps put the pieces of your financial life in order.
At Crane Financial Group, we have the expertise to help you develop specific financial strategies for all life's stages. Our team’s combined years of experience provide valuable insight and knowledge that helps put the pieces of your financial life in order.
How we work with you
Our approach includes:
- Establishing your financial vision.
- Review of your current situation.
- An analysis of your goals and values.
- Strategies to keep you on track.
- Written recommendations and advice.
- Coordination with other professionals if needed.
Our solutions
About Thrivent
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
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
2024-03-20T18:00:00
Church and Minister Taxation
Churches and ministers face unique tax considerations. Join us with Ted Batson, Partner and Tax Counsel at CapinCrouse, for a discussion of key issues and considerations including:
- Who qualifies as a minister for the purpose of taxation?
- What to know about the minister’s housing allowance?
- Housing allowance in retirement.
- Common W-2 issues.
- And more.
No products will be sold. For additional disclosures, see Thrivent.com/social. CapinCrouse is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Ted Batson and CapinCrouse are their own and not necessarily those of Thrivent or its affiliates. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 3937733.4
2024-04-11T18:00:00
High-Capacity Donor Engagement
Did you know that 73% of giving comes from individuals and their bequests? Join Dr. Carla Maxwell Ray from Generis to learn how to inspire, gracefully ask, and close major investments in your church or nonprofit.
No products will be sold. For additional disclosures, see Thrivent.com/social. Generis is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Dr. Carla Maxwell Ray and Generis are their own and not necessarily those of Thrivent or its affiliates. 6089754.1
2024-04-30T18:00:00
Special Needs Planning workshop
Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics discussed will include:
- Resources: state, local and federal.
- Medicaid and Medicare.
- Support options.
- How personal financial planning impacts special needs planning.
- IEP vs. 504.
- Special needs trusts.
- ABLE accounts.
- Tax considerations.
This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who you think may benefit to attend.
This session is hosted by Capitol Region Group and presented by Financial Advisor Hannah Magrum.
Contact Cindy Clark at 959-230-0055 or email capitolregiongroup@thrivent.com to reserve your place today.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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. 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 Broker Check for more information about our financial advisors. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on Thrivent.com/disclosures.
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
Financial Planning: The Best Defense Against Financial Fear
The key to overcoming financial fears is not to avoid them but to plan for them. Assessing your current situation, understanding your retirement goals, and acknowledging the uncertainties of life can help to create a robust financial strategy. At the Crane Financial Group of Thrivent, we’re committed to helping clients overcome common financial stresses and anxieties. For disclosure information, see Thrivent.com/social.
Thrivent Market & Economic update
As we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇
Office information
Operating Hours:
Monday - Friday, 9:00 AM to 5:00 PM
By Appointment
Phone:
908-325-6029Operating Hours:
Monday - Friday, 9:00 AM to 5:00 PM
By Appointment