Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our story
For more than 30 years, we have been working to help simplify people's financial lives and maximize their opportunities. We believe success is the result of us working together to offer holistic planning, advice and consistent execution. After getting to know you and your goals, we provide clarity for the vision of your financial future and legacy, and help you get there.
Our team
How we work with you
Our approach integrates your objectives into a personalized roadmap that grows and changes as your needs and goals do. We develop customized solutions across these key areas: Helping to strengthen your financial position, protect your financial future, accumulate wealth, explore more tax-efficient ways to manage your money, plan for a long-term care event, save and prepare for income in retirement, turn those savings into a solid retirement income strategy, and pass on a meaningful legacy.
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Community impact
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
2025-05-21T01:30:00
5 Keys to Retiring Fearlessly
As you approach retirement, you may be ready to figure out what steps to take next. Gain insights that can give you confidence that you are saving enough, and strategies to help ensure you won't outlive your money. Learn how to protect yourself from life's 'what-ifs'.
- Will I have enough to retire?
- Will my retirement income last?
- Are my assets protected?
This webinar will not be recorded. No products will be sold.
2025-06-25T02:00:00
Know Yourself, Know Your Money with Rachel Cruze
What obstacles are keeping you from achieving your financial goals?
Our relationship with money is influenced by our behaviors and beliefs, and the biggest obstacle from where you are today to achieving financial clarity is not opportunity or income - it's you controlling you.
At this engaging presentation, personal finance expert Rachel Cruze will share how to identify your personal money psychology, strengths, and challenges, and teach us how to make healthier money decisions.
- How your upraising shaped your money personality.
- Fears that drive most money decisions.
- How to identify what motivates you to spend, save, and give money.
You have the power to determine your financial future. It's time to invest what matters to you most.
No products will be sold.
Rachel Cruze not affiliated with or endorsed by Thrivent. The views expressed in this presentation are her own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, see thrivent.com/social.
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 120 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 2.4 million clients, as well as the communities in which they live and work.
News and insights
Office information
Operating Hours:
Monday through Friday: 9 a.m. to 5 p.m.