Products and Services Aligned with Your Priorities
Thrivent has one of the strongest capital positions in the industry, but it's our mission that makes us unique. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. As a Financial Consultant, I work with you to provide comprehensive financial guidance and clarity that compliments your goals and values.
We can work together on:
- Retirement Planning Accumulation and Income Distribution
- Life Insurance
- Investment Management
- Business Solutions
- Long-Term Care
- Estate Planning Strategies
Together we can develop a strategy that helps your money work for you and on your terms. Call or visit my office in the Windsor area to schedule a time for us to visit.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
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.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.