Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.
Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-02-12T01:30:00
Debbie Taylor - Keeping the Tax Man Away
Virtual
Learn how to avoid the tax "gotchas" with Debbie Taylor, founder and lead wealth advisor with Taylor Financial Group.
- Find out why tax planning is a "must-do".
- Learn ways to make the most of your Roth IRAs.
- Manage your tax bracket now and in the future.
No products will be sold.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
2025-02-12T19:00:00
Debbie Taylor - Keeping the Tax Man Away
Virtual
Learn how to avoid the tax "gotchas" with Debbie Taylor, founder and lead wealth advisor with Taylor Financial Group.
- Find out why tax planning is a "must-do".
- Learn ways to make the most of your Roth IRAs.
- Manage your tax bracket now and in the future.
No products will be sold.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
2025-02-19T01:30:00
Savvy Social Security
Virtual
Join us as we cover these common questions.
- When should I file for Social Security benefits?
- If I file and continue to work, how will my benefits be affected?
- Will I pay taxes on Social Security benefits?
Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits.
No products will be sold.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social
Office information
Operating Hours:
M – T: 8:30 a.m. – 5 p.m. Friday 8:30 am - 3 pm
Address:
201 N AlarconPrescott, AZ 86301
Operating Hours:
Meetings upon request