Products and services. Aligned with your priorities.
Special needs planning; a dedicated planning approach.
Build a purposeful plan to protect your goals and your child’s future financial security.
We offer a simplified approach to special needs planning—one that’s personalized to accommodate your financial situation and the goals you have for your child. In addition, we can help you explore the considerations of planning for a child with special needs so you can feel confident your plan will continue to meet your child’s needs—while you’re alive and after you’ve passed away.
Click here to book my intro appointment.
Count on your Thrivent financial advisor to provide guidance you can count on
Working hand in hand, we’ll:
• Gather details about your current financial situation and future goals for your child
• Document your decisions for your child as well as any concerns you have
• Review your situation and offer guidance to plan for your child’s long-term care
• Provide a summary of topics for you to discuss with your attorney, including:
- Setting up a supplemental needs trust for your child.
- Naming beneficiaries for your assets to ensure your decisions are carried out.
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.
