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.
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
2025-01-15T05:30:00
January Market and Economic Update presented by Thrivent
Are the current markets making you wonder how to best navigate your financial strategy?
Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.
Register below to attend the event or indicate you'd like to receive a recording.
No products will be sold.
2025-02-12T02:30:00
Keeping the Tax Man Away with Debbie Taylor
Keeping the Tax Man Away
Tax Planning: Providing Value Without a Doubt
It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning.
Learn how to avoid the tax "gotchas" with Debbie Taylor, founder and lead wealth advisor with Taylor Financial Group.
Find out why tax planning is a "must-do".
Learn ways to make the most of your Roth IRAs.
Manage your tax bracket now and in the future.
No products will be sold.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
2025-02-19T02:30:00
Savvy Social Security
Savvy Social Security
Careful planning can help you get the most out of your Social Security benefits. Join us as we cover these common questions.
When should I file for Social Security benefits?
If I file and continue to work, how will my benefits be affected?
Will I pay taxes on Social Security benefits?
Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits.
No products will be sold.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
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.