Lori Stolper

Financial Associate

Connecting Your Finances and Your Faith to Create a Culture of True Generosity!

State(s) Licensed:   WI

Phone 920-646-3016
Address

1239 W Washington Ave
Cleveland, WI 53015

Lori Stolper

Connecting Your Finances and Your Faith to Create a Culture of True Generosity!

State(s) Licensed:   WI

Helping you create a financial strategy that reflects your core values.

At Thrivent, we want to help Christians be wise with money and live generously. We have a different mindset about finances…We believe that money is a tool and not a goal. Whether it is helping you plan for retirement, or to navigate a transition in life, I will provide financial guidance so together we can develop a financial strategy that reflects your goals and values and helps your money work for you.


I specialize in helping people be more secure in areas of:

·        Financial guidance with a holistic approach

·        Life and health benefit consulting

·        Wealth accumulation and risk management strategies

·        Tax strategies

·        Retirement income planning

·        Executive benefits and key person retention strategies

·        Business protection and employee benefits

·       Advanced charitable and legacy strategies


Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.

To learn more about the privacy of your information, visit our privacy policy.

Cleveland Office

Phone:
920-646-3016
Mobile:
920-917-4375

Hours

M – F: 9 a.m. – 5 p.m.