Products and services. Aligned with your priorities.
At Thrivent, we provide financial guidance by looking at money differently – seeing it as a tool, not a goal. We’ll create a plan that connects your finances with your values and moves you forward on your journey. All along the way, we’ll help you follow sound financial principles so you can be wise with money and give back in ways that are important to you. In addition to traditional financial advisement models,
I offer advice-based services in which we partner together throughout your financial journey. I can create a dedicated financial plan that evolves as your needs and goals change. The financial advice created for you may be comprehensive in nature, taking into account many areas of your financial life, or it could be focused on one or two topics. These Dedicated Planning Services include maintaining an ongoing relationship which you may terminate at any time. Services include quarterly conversations to help you stay on track, conducted in person or over the phone. Ad hoc conversations when you have questions, or as the need arises.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
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.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
