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
2024-10-16T00:30:00
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.
2024-10-29T13:00:00
Mary Beth Franklin: Maximizing Social Security
Virtual / English
When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits." Mary Beth Franklin has built her career educating pre-retirees on important concepts that can enhance their retirement. During her presentation, she will discuss keys that married couples and divorced individuals should understand, as well as the difference between Social Security retirement and survivor benefits. Attendees will learn the pros and cons of delaying benefits until full retirement age or later, and also valid reasons for claiming early. Register below to attend the event and/or receive the recording; 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.
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