Clarity for where you are today. Confidence for where you want to go tomorrow.
We believe money is a tool, not a goal. That’s why we take a thoughtful approach in getting to know you, so we can help you make the most of your money— wherever you’re starting from.
Your plan for reaching your financial goals should reflect who you are and what you value. That’s why, at Thrivent, we take a thoughtful approach to understanding you.
You can expect:
- Meaningful conversation about your priorities and financial goals.
- Purpose-based advice that aligns to what you care about most.
- Solid financial strategies that use money as a tool, not a goal to help get you where you’re going
Our office is located, just north of Los Angeles, in Glendale, and if you're not local or prefer, we offer virtual appointments.
Dedicated guidance you can feel confident about
When you partner with Legacy Wealth Group, you’ll see how we combine financial expertise and purpose-based planning to bring clarity to your situation. Regardless of where you’re starting from or how confident you feel about finances, we offer strategies and coaching to meet a variety of individual needs. This can include, but is not limited to:
- Establishing your financial vision.
- Setting short- and long-term financial goals to help clarify and prioritize your needs.
- Understanding your protection needs for your income, lifestyle, family or business.
- Developing a tax-wise investment strategy.
- Making a smooth transition toward retirement.
- Planning to pass on a meaningful legacy.