Let's Create A Plan- Together
Creating a plan for income in retirement can sound overwhelming, but it doesn't have to be.
Our process begins with a quick intro call, where we discuss what's important to you and how a financial advisor could be helpful to fill in any gaps.
After that, we begin to gather specific information. This could be getting copies of 401k statements, Social Security statements, amounts of insurance coverages, benefits statements, and tax returns. From there, our team can review the data and begin to form a plan.
We schedule a follow-up meeting to discuss our findings. This is where we deliver the customized and free One-Page Financial Plan. We make sure it is simple, actionable, and easy to understand. We do not charge for anything up to this point.
Then, we allow our clients to sleep on the information we've shared with them. Usually they decide to move forward and implement the advice with us. In the case that we are not a good fit, we part ways as friends.
After we have fully onboarded our clients (moved over their assets, implemented insurance products, opened accounts), we prioritize a high-touch, high-quality service. This usually looks like 2-4 review meetings per year, direct access to our team, occasional check-ins, and frequent client appreciation events. We take pride in treating our clients with the utmost care and service.
If you have 15 years or less until retirement and more than $100k in investable assets, you can schedule our intro call here: https://book.apps.thrivent.com/client/jacob.andersen
Not ready? Follow me on LinkedIn: https://www.linkedin.com/in/jacobandersenthrivent/
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.