Today, it's common to have multiple financial goals and concerns. That's why we offer several ways we can work with our members. We specialize in Retirement Income Planning, Legacy Planning and Portfolio Management. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.

As a financial consultant, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products and tools to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals.

I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:

• Protecting the family with life insurance
• Saving for retirement
• Saving for a child’s college education
• Charitable giving to their favorite organizations or causes.

Today, it's common to have multiple financial goals and concerns. That's why I take a broad-based approach to serving members. It's important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation, develop an in-depth financial program, and help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future.

Susan Smith is an Associate with Thrivent Financial, serving individuals, families, churches, nonprofits, and business owners throughout the communities she serves.

Susan has been helping clients navigate important financial decisions since joining Thrivent in 2016. Throughout her career, she has built a reputation for delivering exceptional client service, creating efficient processes, and helping clients feel confident and supported as they work toward their financial goals. She is passionate about building meaningful relationships and believes that strong financial stewardship creates opportunities for individuals and families to live generously and make a lasting impact.

In her role, Susan works closely with clients on a wide range of service and planning needs while supporting the growth of long-term relationships. She particularly enjoys helping clients simplify complex situations and ensuring they receive the personalized attention and care they deserve.

A native of South Carolina, Susan now serves clients throughout the Southeast and values the opportunity to be involved in her local community. She is a member of Sigma Gamma Rho Sorority, Inc. and a Charter Member of the Coastal Georgia Branch of the National Association of University Women, Inc.

When she is not meeting with clients, you will likely find Susan on the sidelines cheering on her twin boys at travel soccer tournaments, supporting her beloved South Carolina Gamecocks, or spending time with family and friends. Her commitment to family, service, and community shapes the way she approaches both life and her work with clients.