Our financial strategy process begins with Faith, Clarity, and Confidence.
As a Financial Professional at Thrivent, my passion is making a positive difference in the lives of our clients, helping our clients and community live better! I provide guidance for clients to help the achieve their goals, by meeting them where they are. I am here to work with individuals, families, business owners, and farmers.
At Mark Sannerud's Thrivent Financial Office, our process begins with Faith, Clarity, and Confidence.
The first step in my process is to get to know you, to understand what your goals and dreams are, and what is important to you. No matter your plans, achieving them requires planning and preparation.
Together, we will assess your current situation by gathering relevant information, including financial documents, bank statements and insurance policies. From these records, I analyze where you are today in relation to, your goals. The action plan we develop will be just for you, uniquely based on the goals you have set. As we implement your plan, we'll help you transfer any accounts, reallocate assets, or work with your accountant and attorney on an estate plan. Your relationship with us does not end once a plan is implemented. We will continue to meet annually to review progress towards your goals and dreams, while monitoring life changes.
"The Secret of getting ahead, is getting started" - Mark Twain
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.