Insight Planning Group

insightplanninggroup@thrivent.com

(951) 676-6450

Our Insight Planning Process provides clarity and empowerment to help bring the planning into reality, and our ongoing world-class service allows for adjustments as life changes. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

Team intro

Our story

It all starts with a plan and what your goals are. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

Our team

Bill Bohmer

CFP®, ChFC®, CLU®, CASL®, FIC

Wealth Advisor

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Michael Martin

CFP®

Director of Financial Planning & Investment Operations

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Karl Dorr

LUTCF®, FIC

Financial Associate

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Carly Hall

Customer Relationship Manager

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Jessica Pamenter

Office Professional

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Aleigh Whitehead

Office Professional

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Marie Standiford

Office Professional

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How we work with you

Our team utilizes our data-driven process along with a team approach, to work with our clients and be at the center of their financial lives. We aim to be the resource you turn to for all financial-related questions.

Our solutions

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

Disability insurance

Disability income insurance replaces a portion of your income if you get sick or hurt and can’t work for an extended period of time.

About Thrivent

Helping you follow your heart

Whether it’s their faith, families or communities. Thrivent clients use our financial advice for something bigger than money. Watch one clients’ story and get inspired to follow your heart with Thrivent.

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.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Events

Make A Difference Foundation Online Fundraiser

About Insight Planning Group's Fundraiser

The Make A Difference Foundation works to bring about tangible improvements in the lives of those who need it most. The mission of the foundation is to work together with community members to make a difference locally and globally.

Local Community Outreach
Youth Empowerment
Shelter for Unhoused Neighbors
Support for an Orphanage in Mexico

Please consider donating to this important cause!

*For every $2 donated through this online campaign, Thrivent will add $1 up to an additional match of $3,000. Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donation.

In Support Of: Peters-Mulvey Dance Institute Inc.

Click Here to Donate Today

No products will be sold. For additional disclosures, visit 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 100 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 million clients, as well as the communities in which they live and work.

News and insights

Trick or treat! Wishing you a happy Halloween full of spooky fun, lots of treats, and hopefully very few tricks, from Insight Planning Group of Thrivent.

Three Strategies to Build Wealth and Secure Your Financial Future

When you start investing for your future, the possibilities can seem overwhelming. While it’s important to maintain diversity in your investments, some options are going to work better for client’s individual needs. At Insight Planning Group of Thrivent, our skilled team of professionals are here to offer insightful guidance as you embark on your path to wealth accumulation and financial security. For disclosure information, see Thrivent.com/social. Investing involves risk, including the possible loss of principal. The content published should not be considered as a recommendation, advertisement, endorsement or advice regarding specific products and services.

The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year. The new, simplified FAFSA contains a number of changes that will affect the calculation of financial need for low-, middle-, and high-income students. Learn more about what’s in store for the Financial Aid Application Process here: https://bit.ly/3PEfB75. For disclosure information, see Thrivent.com/social.

Contact

Office information

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Address:

27280 Via Industria Suite A
Temecula, CA 92590

Phone:

(951) 676-6450

Email:

insightplanninggroup@thrivent.com

Operating hours:

M – F: 9 a.m. – 3 p.m.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.