About Bill Bohmer

Since 1995, I’ve helped clients boost their financial confidence by equipping them with the resources they need to make wise money decisions. The best step toward success starts with listening. By understanding my clients’ honest concerns and goals, I work with them to build a financial road map that can help them be successful. Through a full range of Thrivent products and services, I'll help you create a financial strategy driven by your values. Together, we can explore how you can: * Invest with purpose and manage your portfolio tax efficiently. * Explore more tax-efficient ways to manage your money. * Prepare to transition savings to income in retirement. *Build lifelong income. Building Christian-value driven legacies is why my family and I partner with Thrivent. My wife, Kirsten, and our three children; Emily, Luke and Charlie are members of Trinity Lutheran Church in Temecula. We enjoy being a part of our community through their sporting events and Thrivent Action Teams.


Insight Planning Group

Insight Planning Group


Team Practice