At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.
Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values.
At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.
Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values.
Our story
Raeann, David and Rick formed one team named Legacy Consultants.
Our name is significant for two reasons. First, we are dedicated to helping clients make the most of their assets and protect their income so they can plan a legacy that continues supporting the churches, charities and people they love long after they’ve gone to heaven.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
We seek first to understand, then to be understood. Our first priority is to understand our clients’ goals and values. Our clients also get to decide how they want to engage with us. We offer three levels of service: life event specific financial planning, assets under management investment advice or dedicated planning.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-12-07T22:00:00
Thrivent Presents Wild Lights at the Detroit Zoo
On Saturday, December 7th, light up your night from 6:00-8:00 p.m. with Thrivent at Wild Lights! This family-friendly event is fun for all ages and includes nearly 500 festive displays at the Detroit Zoo.
Join Thrivent at the Wildlife Interpretive Gallery for snacks and a warm beverage and learn more about Carols for a Cause non-profit organizations before you experience the light show.
Tickets are $5. Registration is required to attend. Be sure to invite your family and friends who would enjoy the outing!
Reserve your tickets today: https://bit.ly/GLWildLightsW
No products will be sold. This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. For additional disclosures, see Thrivent.com/social.
2024-12-07T22:00:00
Thrivent Presents Wild Lights at the Detroit Zoo
On Saturday, December 7th, light up your night from 6:00-8:00 p.m. with Thrivent at Wild Lights! This family-friendly event is fun for all ages and includes nearly 500 festive displays at the Detroit Zoo.
Join Thrivent at the Wildlife Interpretive Gallery for snacks and a warm beverage and learn more about Carols for a Cause non-profit organizations before you experience the light show.
Tickets are $5. Registration is required to attend. Be sure to invite your family and friends who would enjoy the outing!
Reserve your tickets today: https://bit.ly/GLWildLightsW
No products will be sold. This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. For additional disclosures, see Thrivent.com/social.
2024-12-10T05:00:00
Home For The Holidays
Join your Thrivent Member Network - Great Lakes Region for Home For The Holidays, a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist, Steven Curtis Chapman.
Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics.
This on-demand Concert is available for two weeks only – December 10-25.
No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.
News and insights
How Does Being a Veteran Impact Your Taxes?
If you're a retired military service member, you may be eligible for tax benefits offered by the federal government and some states. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.
Phone:
260-387-6488Operating Hours:
M – F: 9 a.m. – 5 p.m.