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
2024-09-09T04:00:00
Craig Groeschel – Leadership Investments: Strategies for Success
How do you strategically invest your resources – time, money, materials, staff, and assets to fulfill your mission?
Join Thrivent along with pastor, leader, and best-selling author, Craig Groeschel where he will unpack common allocation mistakes and teach you how to invest your resources to accomplish your future goals and objectives.
Monday, September 9 – Sunday, September 29
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.
2024-09-09T04:00:00
A Conversation with Kendra Scott - On Demand
Join the Thrivent Member Network – Great Lakes Region for a conversation with jewelry designer, founder and philanthropist Kendra Scott, available on-demand from September 9 - October 8.
In our conversation with Kendra, she shares how her commitment to authenticity and community engagement empowered her to build her billion-dollar brand as a female entrepreneur. She highlights her founding philosophy of “Family, Fashion, and Philanthropy” and how it aligns with the importance of generosity and leaving a legacy.
As the founder of Kendra Scott, a globally - recognized jewelry and lifestyle brand, Kendra has built an empire based on her passion for creating beautiful accessories that empower and inspire. Her commitment to innovation, quality, and detail has taken this Kenosha, WI native from a small startup to a billion-dollar brand with over 130 standalone stores.
Her commitment to authenticity, community engagement, and female empowerment has garnered widespread recognition, earning her a place on prestigious lists such as Forbes' "America's Richest Self-Made Women." Kendra and her namesake company remain true to their founding philosophy of “Family, Fashion, and Philanthropy.” Since its beginning, the company has given back over $65 million to local, national, and international causes.
To learn more about Kendra, read her book, Born to Shine.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social.
2024-09-24T22:30:00
2 Doors Of Retirement
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? Your Thrivent Member Network - Great Lakes Region invites you to a conversation about creating retirement income that you can't outlive.
During our workshop, you will:
- Review where your assets will be during retirement.
- Discover top risks that worry retirees today.
- Learn how you can help create a guaranteed source of income that you can’t outlive.
Dinner will be served.
No products will be sold. For additional disclosures, visit Thrivent.com/social.
News and insights
Thrivent recognized for best-in-class service for 4th straight year
Thrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence. Learn more 👇
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.