Renae Etka
I create purpose-driven financial plans to help individuals and families align their finances with their values. Focused on education, empowerment, and long-term success, I guide clients in retirement, investments, and legacy planning.
State(s) Licensed: IL, KS, MO, NC
2101 Eastland Drive SuiteD
Bloomington, IL 61704
I create purpose-driven financial plans to help individuals and families align their finances with their values. Focused on education, empowerment, and long-term success, I guide clients in retirement, investments, and legacy planning.
State(s) Licensed: IL, KS, MO, NC
What do you do at Thrivent?
We've developed a process that helps you achieve your goals.
Step 1 – Get to Know You - There's no need to bring anything to our first meeting. This conversation, whether held via Zoom or in person at my office, is designed to help us understand your financial goals and concerns. It's also a chance for you to get to know who we are, how we work, and how we can support you on your financial journey.
Step 2 – Fact-Finding Meeting – My goal is to understand your financial situation and help you achieve your objectives. To help with this, we'll take a closer look at your current financial situation. To make the most of your time, I'll provide you with a checklist of documents to bring. This helps ensure our conversation is as productive and efficient as possible.
Step 3 – Analysis – This is where being part of The Heart of Illinois Advisors truly sets us apart. With our team, we review and dive deep into the information to help answer some critical questions
- Is your retirement on track?
- How should your portfolio be managed as you near retirement?
- Have you addressed tax treatment of your assets?
- How to handle pensions and when to start Social Security?
- How much can you safely withdraw monthly?
- What things can throw off the plan, and can we protect against any of them?
Step 4 – Evaluation Meeting – During this meeting, we will review the solutions we have for the questions listed above and outline a path forward to allow you to decide how our relationship will move forward. We find that meeting at least annually to review progress after we complete the initial process is as necessary as the process itself, so we plan to see you at least once a year to stay current with you.
Ready to Get Started?
I have made it easy to get started in this journey together. Use the link below
https://connect.thrivent.com/renae-etka/
Transform Your Finances: Holistic Financial Planning for Your Future!
No matter your stage in life, you can count on my team and me for experienced financial planning guidance to help achieve clarity and confidence as you pursue your financial goals and dreams. I believe money is a powerful tool that can help you reach your destination, and my strategic guidance will inspire you to make thoughtful financial choices, empowering you to live the life you envision.
As Financial Associate with a Bachelors Degree from ISU in Public Health, I offer a holistic approach that strengthens financial advisor-client relationships with valuable insights into how psychology influence financial decisions. Our collaborative financial planning approach focuses on what matters most to you. Together, we’ll uncover your values, set clear financial goals, and create a personalized financial plan tailored to your needs. We’ll implement actionable steps that align with your priorities, adapt to life changes, and celebrate your financial progress along the way.
Let’s embark on the journey to financial clarity and success together.
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Location
Bloomington Office
- Phone:
- 309-664-7770
Hours
M – Th: 8:30 a.m. – 5:00 p.m.
F: 9:00 a.m. – 3:00 p.m