We’ll help match the level of dedicated planning with a pricing structure that fits your financial situation. We can work together in a one-time or ongoing relationship to identify strategies that help you move toward a stable financial future.  

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. 
• Objective written recommendations provided at least annually per plan year. Each service level is available as a one-time or ongoing engagement. 

^{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.}