Advice and Planning Services

Spending mindfully: Using your money in a way that reflects your values and supports your financial goals.&nbsp;
Borrowing responsibly: Taking on debt responsibly to cover major expenses and building credit over time.&nbsp;
Building purposefully: Investing your assets in ways that may help you achieve your goals and positively impact your family, community and the world.&nbsp;
Protecting flexibly: Providing the protection you and your family need as your lives change.&nbsp;&nbsp;

Advice services we offer

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most. Partner with your financial advisor to discover which option best fits your situation and goals.

Retirement Accumulation and Distribution Planning
Tax & Estate Strategies
Planning & Paying for College
Investment Allocation (Asset Class & Tax Location)
Insurance Advice
Planned Charitable Giving & Impact
Budgeting, Debt & Cash Flow Management
Employer Benefits Optimization

What to expect

When you work with us in a dedicated planning relationship, you’ll find clarity for where you are today. And confidence for where you go tomorrow.

^{Last updated 09/27/2023.}

For more information, visit thrivent.com.