Products and services. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at and confidence about where you're headed.
Check out these tools you can utilize yourself relating to various financial topics:
Insurance Calculators
Investment Calculators
Retirement Calculators
- Retirement Income Planning Calculator
- IncomeMatch® Calculator
- Roth IRA Calculator
- Required Minimum Distribution - IRS Worksheet
Debt Management Calculators
- Snowball Debt Calculator
- Balanced Home Buying™ Calculator
- Credit Card Payoff Calculator
- Refinance Interest Savings Calculator
- Car Loan Calculator
**These interactive calculators are not intended to provide or replace specific professional financial advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical, are for illustrative purposes only, and may differ from more in depth analysis results. They do not represent the past performance of any specific product, nor should they be viewed as a promise of future results of any product offered by Thrivent or its affiliates. We encourage you to seek personalized analysis regarding all personal finance issues.**
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.