Providing the Pacific Northwest with Financial Guidance
At Thrivent we see money as a tool, not a goal – through this lens you can accomplish more in moving toward reaching your own higher purpose. Our team is committed to providing meaningful financial guidance.
As financial advisors, we work with a small group of people who are:
- Approximately 10 years on either side of retirement
- Highly motivated to take action
- Seeking or intrigued by a work-optional lifestyle
We have developed and refined our process of identifying and putting together the various pieces of your financial puzzle. There are three phases to the process: Discovering, Designing, and Deploying.
We are dedicated to providing relevant, understandable resources and advice so you can feel secure in your financial future. We believe in combining experience and expertise with transparent, genuine relationships to guide you through every step of your financial journey.
Our team serves clients around the nation in creating a meaningful financial plan allowing them to live well, retire well, and leave a legacy to the people and organizations they care most about. We have the option for in-person meetings in Liberty Lake and the surrounding cities – including Spokane, Spokane Valley, Coeur d'Alene, and Post Falls. Give us a call or schedule an appointment online to learn more about how we can serve you. (Book a meeting with our Team).
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