Insights & GuidanceDedicated Planning Services
Take your financial plan to the next level with Dedicated Planning Services. This unique relationship allows your financial advisor to provide you personalized financial advice for a fee.
Personalized dedicated planning
When you work with your financial advisor in a dedicated planning relationship, you can expect:
Holistic review of your situation
Your financial advisor considers your priorities and circumstances, providing thorough analysis, broad topic coverage and personalized strategies to help you reach your financial goals.
Comprehensive, objective advice for a fee
Unlike having to buy a product to receive financial advice, with dedicated planning, you pay your financial advisor a fee for objective, practical financial advice.
Clear, actionable recommendations
Your financial advisor offers timely recommendations, helping you develop strategies and adapt them to navigate challenges.
Why clients choose this service
Our holistic financial planning gives you clarity, confidence, and control over your financial future.
Dedicated guidance you can feel confident about
Our financial advisors combine financial expertise and written recommendations based on your values to bring clarity to your situation. Start the process by meeting with your financial advisor and discussing how dedicated planning can help you make informed financial decisions.Dedicated planning topics
Your dedicated plan may cover both your priority topics and those identified by your financial advisor. Your written recommendations translate strategies into actionable steps, helping you work towards your financial goals.
- Retirement planning: accumulation
- Investment planning
- Divorce planning
- Retirement planning: distribution
- Education planning
- Major purchase planning
- Risk management
- Estate planning
- Special needs planning
- Income tax planning
- Business continuation planning
Get personalized strategies for your financial goals
Start a conversation today
- Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
- By selecting "Start a conversation today" or "Get Started" you will have the opportunity to find and request contact with a Thrivent financial advisor near you. Financial Advisors are registered representatives of Thrivent Investment Management Inc.
- Thrivent’s Dedicated Planning Service is an investment advisory service designed for you and a financial advisor to review your personal financial position holistically and to plan strategies tailored to help you reach your financial goals. Review the Thrivent Dedicated Planning Services Brochure and Services Agreement for a full description of services offered.
How it works