Lori Stolper

Financial Associate

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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

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.

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Location

Cleveland Office

Cleveland Office

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

Hours

M – F: 9 a.m. – 5 p.m.

Address

1239 W Washington Ave
Cleveland, WI 53015