Additional information
Additional Information
FAQs
Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you.
Q. How can I learn more about your services?
A. We welcome the opportunity to connect with you to hear about your goals and desires and discuss how we may be able to serve you. Call today to schedule a time to meet with us.
Q. I’m a current client. What can I expect in the new year?
A. As we enter a new year, we will work with you to refresh your financial plan. This may involve getting updates on your financial accounts and then meeting with you to discuss the year ahead.
During our meeting, we may revisit your goals, talk about new annual contribution limits and strategies, explore tax-advantaged strategies and/or discuss other income distribution needs you may have.
As part of this process, we will likely need the following:
- Recent pay statements (if still employed)
- Previous year tax return (when available)
- Current loan statements
- Current investment account statements for outside accounts (including holding details)
Q: What is My Thrivent?
A: As a Thrivent client, you can conveniently and securely view and manage your accounts online 24/7 through My Thrivent. After registering, you'll have access to all your Thrivent products, including life and health insurance, annuities, mutual funds, interval funds and brokerage accounts.
Sign up now for easy and secure access to your Thrivent accounts.
Register for My Thrivent Account Access
Need help? Contact Client Service at 800-847-4836 and say "Log in."
Q: How does the Thrivent mobile app work?
A: Thrivent’s mobile app is an easy, personalized and secure way to manage your money with purpose. Download the app to stay connected to your accounts, monitor your investments, direct Choice Dollars® and more from the convenience of your phone.
Q: What is Thrivent Choice®?
A: Eligible clients with membership can recommend where Thrivent distributes some of its charitable grant funds. These recommendations are shared by directing Choice Dollars to enrolled nonprofit organizations, including churches.
Q: What is the Tax Resource Center?
A: The Thrivent Tax Resource Center is a guide to help you navigate the tax season. Please consult with your tax advisor about your specific tax situation.
Q: How can I create healthy budgeting, saving and spending habits to improve my financial wellbeing?
A: Check out Money Canvas™, a free virtual money coaching service from Thrivent that helps you see your money in a new way and build better financial habits.
Q: How do I access my financial plan online?
A: You can access MoneyGuide Pro through your thrivent.com account.
Q: Can Wellspring Advisor Group provide recommendations for other professional resources?
A: Yes, we’d be happy to chat with you about local professionals we feel are dependable, including:
- Realtors
- Tax professionals
- Estate, business and family law attorneys
- Mortgage and loan experts
- Property and casualty agents
- Medicare planning specialists
Give us a call at 651-243-7139 to learn more.
Q: Where can I find Thrivent’s disclosures?
Below is a link to select important disclosures you received, if applicable. We recommend storing important documents in a secure electronic or paper format for your records. If you have misplaced or lost them, they can be accessed here.
- Insurance Disclosure for Annuities
- TIMI Form CRS Relationship Summary
- Retirement Advice Disclosure (PTE 84-24)
- Retirement Advice Disclosure (PTE 2020-02)
- TIMI Regulation Best Interest Disclosure
- Products and Services Cost and Compensation Guide
- Privacy Notice for your information
- Part 2A of Form ADV: Brochure that contains important information about Thrivent and its Dedicated Planning Services
- Part 2A Appendix 1 of Form ADV: Brochure that contains important information about Thrivent and its Managed Accounts Program