Current Financial Picture
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 can provide Financial Planning Services on a one-time or ongoing basis. You can start or end the agreement at any time.
One-time planning can work well when you're experiencing a major life event – getting married, having a baby or sending a child to college, for example. During those times, there's a lot to think about. Many people appreciate guidance as they negotiate the financial changes involved.
Ongoing planning can be useful during a period of change – the years you spend approaching and then starting retirement, for example. Guidance at this time can be useful as you face decisions about Social Security benefits and retirement plan distributions.
That depends on several factors, including:
During – and after – your first meeting, your advisor will:
Over the course of your working relationship, your advisor can:
— 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.