The financial planning process is customized to be uniquely yours. It looks at where you are today and where you want to be. Then our team helps you stay on track with strategies to address your needs and long-term plans. We discuss potential roadblocks and prepare you for the unexpected.

Working collaboratively with a Thrivent financial professional team in a dedicated planning relationship with services for a fee has many benefits. With your input our team will help you:

Establish your financial vision.
Assess your net worth, cash flow and protection needs.
Develop strategies to help you reach your goals.
Provide written recommendations and advice.
Coordinate with other professionals, if applicable.
Periodically review your plan to help you stay on track.

The fee for service depends on the complexity of your financial situation and the level of analysis required. We provide you a specific cost estimate for your written customized financial plan which may include:

Retirement accumulation strategies
Retirement income-distribution strategies
Investment planning and portfolio recommendations
Income tax strategies and tax-wise planning
Estate planning strategies
College planning strategies and
Savings strategies

Together our financial professionals that are licensed to offer investment advisory services can create a personalized plan to help you reach your goals.

Refer to the Thrivent Investment Management Inc. Form CRS Relationship

Summary for more information about us; our relationships and services; fees,

costs, conflicts, and standard of conduct; disciplinary history; and additional

information. Available upon request from your financial professional and on

thrivent.com/disclosures.