Shanell Foster
MBA
Her thoughtful, comprehensive guidance can help you achieve your financial goals while caring for what matters most!
State(s) Licensed: CT, FL, GA, IL, MA, NC, NJ, NY, OH, RI, SC, TN, WA
8461 Lake Worth Rd, Ste 162
Wellington, FL 33467
Her thoughtful, comprehensive guidance can help you achieve your financial goals while caring for what matters most!
State(s) Licensed: CT, FL, GA, IL, MA, NC, NJ, NY, OH, RI, SC, TN, WA
FINANCIAL GUIDANCE YOU CAN COUNT ON
Thrivent is Here to Help You Build a Secure Financial Future
At Thrivent, we’ve spent more than a century helping individuals, families, nonprofits and business owners achieve financial clarity and confidence. Whether you're planning for retirement, building wealth, or creating a lasting legacy, we offer comprehensive solutions in the following areas:
- Retirement Savings & Planning
- Including employer sponsored plans, IRAs, and annuities to help you prepare for the future with confidence.
- Investment Management & Liquidity
- Access to brokerage accounts, managed portfolios, and mutual funds tailored to your goals.
- Risk Management & Insurance Planning
- Protect what matters most with life insurance, disability income coverage, and extended care solutions.
- Business Owner Strategies
- From buy-sell agreements to key-person insurance and employee benefits that help you retain top talent.
- Tax Planning
- Implement strategies to increase tax diversification and manage income tax exposure effectively.
- Estate Planning
- Review beneficiaries and design strategies to efficiently transfer wealth to your loved ones.
- Education Funding
- Develop college savings plans that align with your family's educational goals.
- Charitable Giving
- Create intentional giving strategies that support the causes you're most passionate about.
Let’s start a conversation about your financial goals—and explore how we can partner together to make them a reality!
Thrivent....Where Money Means More!
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Location
Wellington Office
- Phone:
- 561-584-9086
Hours
M – F: 9 a.m. – 4 p.m.