Dedicated Planning Services
Let us create a dedicated plan that’s right for you! Our Dedicated Planning Services empowers you to use money as a tool to help achieve your dreams. No matter where you are on your financial journey, we can incorporate your values into a personalized dedicated plan. We’ll work with you, for a fee, to develop a dedicated plan with objective written recommendations based on your situation and goals. Through an advice based service we can help you achieve financial clarity and confidence as you work toward your financial goals and dreams. Our financial advisors can help you move forward in life and reach your own higher purpose. We take a purpose-based approach towards your goals, which means we view money as a tool that helps get you where you’re going. Collaborating with you helps us focus on what’s important to you as we:
1. Understand where you are financially today and where you want to be tomorrow.
2.Strategize based on your unique situation.
3. Implement action steps that reflect your priorities.
4.Adapt to life changes and celebrate progress.
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.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
