A Solid Financial House Must Consider All Elements
Thrivent’s holistic approach and comprehensive suite of products and services allow us to help you with both the 30,000-foot view as well as the day-to-day details of your financial life. By fusing faith and finances with our lead with advice model we can help set you on a path to financial clarity and greater confidence in your financial future.
I love the financial house (see video) and the approach that we take to building financial blueprints for our clients. There are many places you can go to get financial advice but in my experience most of them only specialize in one or maybe two elements of the whole house. Your CPA is focused on the taxes (roof), your wealth manager is focused on accumulation (middle of the house) but there aren’t many out there who are looking at your whole big picture, and even less who are doing it with your faith and generosity in mind.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
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.
