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Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Let’s work together to discover which option best fits your situation and goals.  


Product-based solutions: Guided by your goals, your financial advisor helps you address gaps and implement your financial plan with the right product solutions and your best interests in mind. Products may include: 

  • Life insurance 
  • Disability income insurance 
  • Long-term care solutions 
  • Annuities 
  • Mutual funds and retail brokerage 


Managed Accounts Program: Investments that you own, guided by your financial advisor. Our approach to ongoing investment advice reflects your goals, what’s important to you, and what’s in your best interest. Investment allocation strategies and portfolios may include: 

  • Mutual funds 
  • Exchange-traded funds (ETFs) 
  • Stocks 
  • Bonds 


Dedicated Planning Services: Comprehensive advice and financial strategies that are in your best interest. Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. Topics may include: 

  • Transitioning to retirement. 
  • Tax-efficient investment strategies. 
  • Preparing for unexpected events. 
  • Complex estate planning needs. 


Money Canvas™: A virtual, free coaching service that empowers you to build healthier money habits at your pace. Work one-on-one with a coach to reflect on where your money is going, what you hope to change, and what small steps you can take to regain control. Topics covered include: 

  • Budgeting and saving. 
  • Reducing your bills. 
  • Controlling your spending. 


Thrivent’s Dedicated Planning Services, Managed Accounts Program and solutions-based strategies are three distinct services available to investors. Significant changes to your financial situation or objectives may necessitate changes to charges and fees. Please review the Thrivent Dedicated Planning Services Brochure and Service Agreement, or the Thrivent Managed Accounts Program Brochure or Thrivent product brochures for a full description of services offered, including fees, commissions and expenses. 

Please review the Thrivent Dedicated Planning Services Brochure and Service Agreement, the Thrivent Managed Accounts Program Brochure, and/or Thrivent product brochures, prospectuses and disclosures for a full description of services offered, including fees, commissions and expenses. 

For additional important information, visit  

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. 

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or FINRA’s BrokerCheck for more information about our financial advisors. 

Money Canvas coaches are not licensed to sell any financial products or provide investment advice. Their only job is to help you succeed on your own terms. For more information, visit

For more information, visit