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We'll help you plot a steady course. Driven by your core values.
Working With a Thrivent Financial Professional
We get it. You want to prepare for retirement. Save for your child's education. Safeguard your family's future. Make a mark in your community. It can feel overwhelming. Fortunately, we can help.
Planning for your Wise With Money Journey requires a financial strategy that reflects your unique needs, goals and values. Teaming with a Thrivent Financial professional can help you build a firm foundation – and then map out a path that's right for you.
Working together, we'll seek to help you:
PROTECT YOUR FUTURE: To build a solid foundation for a more stable financial future, we can help you explore ways to strengthen your financial position and protect against setbacks.
SAVE FOR YOUR GOALS: We'll help you develop strategies to accumulate the money you'll need to realize your dreams.
LIVE IN RETIREMENT: When you're ready to retire, we'll help you determine how to distribute the savings you've built up – so they last as long as you need them.
PLAN YOUR LEGACY: We'll help you determine how you can share your blessings with the people, communities and causes you care most about.
As we help you map out your Wise With Money Journey, we'll strive to:
UNDERSTAND your financial objectives and concerns as we explore working together.
GATHER information to assess your current situation and establish your goals and priorities.
ANALYZE your situation and recommend potential strategies and solutions.
IMPLEMENT your desired strategies.
REVIEW your progress on your Wise With Money Journey to help you along the way.
To progress on a journey, every step counts. As we help you pursue your long-term financial plans, we'll encourage you to adopt healthy financial habits that you can carry out on a day-to-day basis:
SPEND LESS THAN YOU MAKE
BE WISE WITH DEBT
PROTECT YOURSELF AGAINST SETBACKS
HAVE A SHORT- AND LONG-TERM PLAN
GIVE OF YOURSELF
Navigating Goals, Choices & Change
Throughout your life, certain events and life stages lead you to pause. And reflect. Whether you're preparing for the future or responding to a sudden change, there are ways to proceed wisely. Thrivent Financial professionals understand that. And they're here to help.
THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent. Not available in all states. Applicants must meet membership, insurability, and residency requirements. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.
Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.