So How Do I Work With You?
I generally serve clients in three different ways:
Investment Management
I love helping clients ensure their money is being managed effectively. We have a myriad of strategies for investors, including faith-based investing options, tax-advantaged accounts, and diverse portfolios.
We charge an annual Assets Under Management (AUM) fee, which is typically 1%.
The clients we manage assets for typically have portfolios of $250,000 or more, but we are always happy to meet and discuss options for clients with less assets.
Dedicated Financial Planning
In a Financial Planning relationship, clients come to us seeking ongoing financial advice. An ideal prospect could be someone going through a major life change, someone who wants help planning for retirement, or someone who has stock options through their work.
As fiduciaries, we are legally obligated to make recommendations in the best interest of the client. Our plans vary in complexity and price- our most basic Dedicated Plan includes four meetings per year and is priced at $150/month.
Insurances
We help clients protect their futures with insurance products. This could include life, disability, or long-term care. Thrivent is one of only six companies still offering standard Long-Term Care policies today.
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I would love to meet with you and discuss any financial needs or gaps you may have.
Feel free to email me at Jacob.Andersen@Thrivent.com with any questions.
Alternatively, you can call or text my business line at 208-504-2969.
You can also fill out my contact sheet, and I will reach out to you within one business day: https://connect.thrivent.com/jacob-t-andersen#contact-form
May God bless you and I look forward to meeting with you soon!
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.