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.
About Thrivent
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
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
2024-06-05T01:30:00
Keeping the Tax Man Away with Debbie Taylor
Are taxes a topic that you avoid? It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning.
Learn how to avoid the tax "gotchas" with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC.
Informative topics to be discussed:
- Why tax planning is a 'must-do'.
- Ways to make the most of Roth IRAs.
- How to manage your tax brackets now and in the future.
No products will be sold.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates.
Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
2024-06-12T01:30:00
Two Doors of Retirement
Help reduce the risk of outliving your retirement savings.
You can either outlive your money or your money can outlive you. Let’s pick the ideal door for you.
Where are your assets? What is your top risk in retirement? How can you create guaranteed income?
• Review where your assets will be during retirement.
• Discover the top risks that worry retirees today.
• Learn how you can help create a guaranteed source of income that you can’t outlive.
No products will be sold.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Guarantees based on the financial strength and claims paying ability of Thrivent.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member and , and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or for more information about our financial advisors.
This program will not be available for replay.
How can you register for this event?
You can register to the event by clicking the link below.
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 100 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 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.