Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our story
For more than 30 years, we have been working to help simplify people's financial lives and maximize their opportunities. We believe success is the result of us working together to offer holistic planning, advice and consistent execution. After getting to know you and your goals, we provide clarity for the vision of your financial future and legacy, and help you get there.
Our team
How we work with you
Our approach integrates your objectives into a personalized roadmap that grows and changes as your needs and goals do. We develop customized solutions across these key areas: Helping to strengthen your financial position, protect your financial future, accumulate wealth, explore more tax-efficient ways to manage your money, plan for a long-term care event, save and prepare for income in retirement, turn those savings into a solid retirement income strategy, and pass on a meaningful legacy.
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
2024-10-09T01:30:00
Don't Worry, Retire Happy
Is Saturday the day you set aside to play golf, spend time with your grandkids, or enjoy your hobby? In retirement, every day can be like Saturday.
Discover how to create a more secure and confident retirement that lets you fill all your Saturdays with meaning.
This educational event is presented by Thrivent and will share strategies from financial expert Tom Hegna’s book, "Don’t Worry, Retire Happy: 7 Steps to a Secure Retirement.
No products will be sold.
2024-10-16T01:30:00
Savvy Tax Strategies with Mike Fuehrmeyer
When it comes to taxes and your retirement, a little knowledge can go a long way—and may even help you save more of your hard-earned money. Taxes are complicated, and no one wants to pay more than their fair share.
This educational webinar will cut through the jargon and help you avoid common—and costly—mistakes regarding your investments, health care, and estate.
Join to learn:
- How to create an efficient retirement tax strategy.
- Answers to the critical tax questions you must answer before retirement.
- How to help dodge the Social Security “tax trap” and more.
No products will be sold.
2024-10-29T17:00:00
Mary Beth Franklin: Maximizing Social Security
When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits." Mary Beth Franklin has built her career educating pre-retirees on important concepts that can enhance their retirement. During her presentation, she will discuss keys that married couples and divorced individuals should understand, as well as the difference between Social Security retirement and survivor benefits. Attendees will learn the pros and cons of delaying benefits until full retirement age or later, and also valid reasons for claiming early. Register below to attend the event and/or receive the recording; two time slots are available, 10am PT & 6:30pm PT.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Office information
Operating Hours:
Monday through Friday: 9 a.m. to 5 p.m.