Your retirement warrants more than calling an 800 number
Are you trying to understand when you can retire and what retirement might look like for you? Are you looking for someone to get to know you personally and help guide you through the process as life evolves? Whether you are just embarking on the journey of saving for retirement or getting close to your destination, we will help you map out a plan that meets your own needs, wants, wishes, and desired timeline. We will work with you to identify strategies enabling you to achieve your goals in a tax-efficient manner and protect against unforeseen risks along the way.
College financing is much more than completing the FAFSA
Are you trying to figure out how your family is going to fund a college education? Is the application process and financial aid paperwork giving you headaches? Are you confident the resources you have dedicated to financing college are going to be used in the most effective way? Using my professional and personal experience from putting four kids into college I will work with you to develop a personalized strategy, one that not only considers how to pay your college expenses, but also how it will impact your retirement and tax situation.
Products and services. Aligned with your priorities.
At Thrivent, we understand that each member has their own unique goals and our team provides financial guidance tailored to each individual journey. Whether it's saving for college or planning for retirement, we'll start from wherever you are on your financial path and focus on your goals to move forward. During this process, we'll work together to find opportunities for you to live generously and help others.
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.