Let's put your plans in motion
Turn your goals into a clear path forward.
Your financial future should be as unique as your ambitions. Whether you're planning for retirement, growing your wealth, supporting charitable causes, or pursuing a lifelong dream, we're here to help. Drawing on deep industry expertise and a personalized approach, we'll create a strategy designed to help you achieve greater financial confidence and long-term success.
Because financial planning isn't just about money—it's about building the life you want to live and the legacy you want to leave.
Seven Pillars of Discussion
The following seven areas represent key topics you can expect to review at Thrivent. They provide a strong foundation for helping you achieve your financial goals. These topics are not presented in a specific order and will be addressed based on each client’s individual needs.
- Risk management
- Investment management
- Tax planning
- Estate planning
- Income distribution
- Charitable planning
- Value-added items
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Location
Greeley Office
- Phone:
- 970-373-0008
Hours
Monday – Thursday: 9 a.m. – 5 p.m.
Friday: 9 a.m. - 2 p.m.
Saturday: Closed
Sunday: Closed