Discover the ways we work with you.
We work with clients in three main ways:
- Investments
- Solutions
- Dedicated Plans
As you work with us to develop your diversified investment portfolio, you will discover the extensive resources that our Fortune-500 company has to offer. As we get to know each other, we will discover your risk tolerance and make appropriate investment recommendations based on your goals and needs. Our annual fee for managed accounts is usually 1% of the total assets under management. This means that for every $1,000 you invest with us, we charge $10 annually.
A solutions-based relationship is generally characterized by one-time, product-based needs. This could include life or disability insurance, long-term care, or annuities. Thrivent is consistently recognized as one of the top providers of financial product solutions in the industry, including being named one of America's Best Insurance Companies by Forbes in 2024.
In a Dedicated Planning relationship, clients come to us seeking an ongoing relationship, with financial guidance and a comprehensive plan for their future. As fiduciaries, we are legally obligated to make recommendations that are in the best interest of the client. These plans vary in complexity and price- our most basic Dedicated Plan includes four meetings per year and is priced at $100/month.
Why wait any longer? Our consultations are free.
Contact me today to begin our relationship!
What We Offer
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.