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
2024-10-01T16:00:00
Jeff Bush: The Washington Update
Virtual / English
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. Join us for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions. Register below to attend the event; two time slots are available, 10am PT & 6:30pm PT.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-10-08T14:00:00
Don't Worry, Retire Happy
Virtual / English
Is Saturday the day you set aside to play golf, spend time with your grandkids, or enjoy your hobby? In retirement, every day can be like Saturday.
Discover how to create a more secure and confident retirement that lets you fill all your Saturdays with meaning.
This educational event is presented by Thrivent and will share strategies from financial expert Tom Hegna’s book, "Don’t Worry, Retire Happy: 7 Steps to a Secure Retirement."
No products will be sold.
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.
2024-10-16T00:30:00
Savvy Tax Strategies
Virtual / English
When it comes to taxes and your retirement, a little knowledge can go a long way—and may even help you save more of your hard-earned money. Taxes are complicated, and no one wants to pay more than their fair share.
This educational webinar will cut through the jargon and help you avoid common—and costly—mistakes regarding your investments, health care, and estate.
Join to learn:
- How to create an efficient retirement tax strategy.
- Answers to the critical tax questions you must answer before retirement.
- How to help dodge the Social Security “tax trap” and more.
You can choose to attend one or more of the following webinars: Tuesday, October 15, 2024, at 6:30 PM PT or Wednesday, October 16, 2024, at 12:00 PM PT.
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