How we work with you

How we work with you

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What to expect  

The Dulles Group is dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives. We are passionate about inspiring you to achieve new possibilities, and we are here for you each step of the way. 

We offer three key advice and guidance approaches when working with clients, which are detailed below. We will partner with you to determine the best approach to meet your needs.  

Dedicated Planning Services 

This investment advisory service is designed for you and a financial advisor to review your financial position holistically and identify financial strategies tailored to help you reach your financial goals. You’ll explore planning topics including:  

  • Goal review - Prioritize your goals to build into your dedicated plan.  
  • Risk management - Strategies to manage exposure to uncertainty and risk. 
  • Investment planning - Effective growth strategies tailored for you. 
  • Income tax planning - Tax-efficient financial strategies. 
  • Retirement planning - Accumulation and distribution strategies for retirement income. 
  • Estate planning - Estate distribution according to your wishes. 

Thrivent’s Dedicated Planning Service is an investment advisory service designed for you and a financial advisor to review your personal financial position holistically and to plan strategies tailored to help you reach your financial goals. Please review the Thrivent Dedicated Planning Service brochure and Service Agreement for a full description of services offered. 

Managed Accounts Program 

This investment advisory service allows you to receive ongoing investment advice and services for assets held within a managed account. It includes access to: 

  • Discretionary or nondiscretionary asset management 
  • Model portfolios, which may include: Stocks, Bonds, Mutual funds and Exchange-traded funds (EFTs)

Solutions-based strategies

This service includes advice on specific product decisions based on your immediate needs, such as retirement accumulation or distribution strategies, or insurance to address protection gaps. It may include: 

  • Mutual funds 
  • Annuities 
  • Retail brokerage 
  • Life insurance 
  • Disability income insurance 
  • Long-term care insurance 

Investing involves risks, including the possible loss of principal. The product and summary prospectuses for applicable securities (including mutual funds held in an account) and the Thrivent Investment Management Inc. Managed Accounts Program Brochure (Form ADV Part 2A) contain information on investment objectives, risks, charges and expenses, which investors should read carefully and consider before investing. Available from a Thrivent financial advisor, at or call 800-847-4836. 

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 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 or FINRA’s BrokerCheck for more information about our financial advisors. 

Thrivent Investment Management Inc. is the sponsoring investment adviser of the Managed Accounts Program offered through Envestnet Asset Management Inc., a third-party provider of investment management services. Security transactions are handled by National Financial Services LLC, a Fidelity Investments® Company, registered broker/dealer, and member New York Stock Exchange and SIPC. National Financial Services, Envestment Asset Management and Thrivent Investment Management Inc. are not affiliated. In all programs except the Thrivent Advisor Guided Program, your Thrivent financial advisor does not have discretionary trading authority.