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Planning: Tools & Services > Planning Services
Planning Services

Asset Allocation Services
Choosing the right combination of investments to reach your financial goals can be overwhelming. Are your investments working together efficiently? Can you be sure you're making the most of your money? Where is the best place for you to be investing in either up or down markets?

Together, you and your Thrivent Financial representative can work through a series of questions to help assess your goals and risk tolerance, and gather information about your current portfolio. With our asset allocation services, we'll create a customized report of all your current investments, including suggestions for future asset allocation to help you meet your investment goals. The entire process is confidential, and results in a portfolio strategy tailored specifically to your financial goals.

Brokerage Services
If you’re making stocks and bonds part of your retirement investment plan, Thrivent Investment Management Brokerage Services can help. The following accounts are available:

  • Regular brokerage IRA accounts.
  • SEP IRA accounts.
  • Roth IRA brokerage accounts.
  • SIMPLE pension plan accounts for smaller Lutheran companies.

Estate protection services
How, when and to whom would you like your business and possessions distributed? Have you evaluated how taxes will impact your heirs? Using one of Thrivent Financial's estate protection services may show you how to protect your estate from reductions due to estate taxes, administrative costs, probate and other costs.

Depending on the complexity of your estate, your analysis needs may vary. Contact your Thrivent Financial representative today to determine which service is best for you.

Financial needs planning services
Achieving your goals means having a solid plan for your financial future. That’s why Thrivent Financial for Lutherans offers financial analyses. You can use these resources to develop your own customized plan to help achieve your financial goals, including:

  • Sending your child to college.
  • Providing a nest egg for your grandchildren.
  • Living the retirement you want, when you want it.
  • High level assessment of your estate analysis.

The financial analyses can help. You’ll receive a detailed report profiling your financial needs and goals. Contact your Thrivent Financial representative today to determine which service is best for you.

 
 
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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Friday, June 15, 2007 at 7:34 AM