OBJECTIVE ADVICE FROM A DEDICATED PARTNER
Sounds like a plan.
Some people feel more comfortable navigating money matters with a co-pilot. With our fee-based Financial Planning Services, we can match you with an advisor who'll work by your side and help you set a steady course.
People reach out to Thrivent Financial professionals for a variety of services. For example, some of our members ask for help selecting an insurance or investment product. But others seek something more holistic – a stable presence to help them conceive and carry out their Wise With Money Journey. That's why we offer Financial Planning Services.
In this fee-based service relationship, an advisor joins you for as long as you like, weaving your values, needs and goals into every aspect of your work together. Your advisor can assess your current financial picture, point out potential gaps or missing pieces, and help you develop strategies to address your concerns and support your long-term plans.
Working one-on-one in a fee-based financial planning relationship with a Thrivent Financial professional has many benefits.
When you ask us to provide Financial Planning Services, we can home in on a specific financial planning topic – or take a broader look. You and your advisor work together to determine which questions to address and which solutions to explore.
Do you want to better understand which aspects of your current financial situation may be helping you reach your goals – and which may be impeding your progress?
Do you want help reviewing your goals and determining if you're saving enough to cover your expenses throughout retirement?
Do you want help ensuring you have the financial safety net in place to protect your family from unexpected events?
Do you want insight about balancing your portfolio and aligning it with your risk tolerance and time horizon?
Do you want recommendations on how to be more tax-efficient with your investments?1
Do you want help preparing to share your blessings with loved ones or a cause you care about?
We serve more than 2 million members and manage more than $136 billion in assets.
— As of Dec. 31, 2017
1 Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.