Saving for retirement? Buying a home? Growing your family? You probably have some
That's where Thrivent can help. We believe that money is a tool to help get you where you’re going. One key aspect of that is a financial plan, which serves as a roadmap for documenting, clarifying and charting a course for those goals and the order in which you'll tackle them.
Whether you already have a financial plan or are just getting started, we'll equip you with
1. Money coaching service
Save. Free up your money. Pay off debt.
2. Protection and saving strategies
As you work with a licensed Thrivent financial advisor, they'll evaluate your situation over time and ask the right questions to understand what's important to you. Throughout your ongoing discussions, they may share some products and strategies that might benefit your situation. Those may include:
Life insurance Disability income insurance Long-term care solutions Annuities Mutual funds and retail brokerage
If you decide to move forward with any product-specific recommendations, your financial advisor may earn a commission. But it's important to know that the final decision is always yours in choosing what belongs (or doesn't belong) in your financial plan, and which areas of focus you'll prioritize.
3. Ongoing investment advice
It can be confusing to decide which investments are best for you. Your Thrivent financial advisor can help you select and build a portfolio that aligns with your financial goals, timeline and risk tolerance. Then provide ongoing advice specific to the investments you own, such as:
While other financial institutions push robo-advisors or automated investing, you can rest assured that your portfolio is developed and professionally managed on a continuous basis by a portfolio manager or your financial advisor. They'll meet with you regularly to keep you updated on your accounts and recommend any changes along the way.
Worth noting: Your Thrivent financial advisor manages these investments for a fee, which is typically a percentage of your assets under management, or from other sources.
4. Personalized objective planning
Go deeper into specific financial topics and get additional analysis through our
Some key areas where clients want this level of advice include:
- Transitioning into retirement
- Tax-efficient investment strategies
- Preparing for unexpected events
- Complex estate planning needs
The cost of this service from a Thrivent financial advisor is typically a flat annual fee paid monthly, quarterly or twice a year.
Find a financial advisor
Everyone deserves a financial plan and a partnership with someone who can help bring it to life. Our experts live, work and worship in your communities. Whether you’re just getting started or well on your way, they can help you develop a strategy that aligns with your values and achieves your ambitions.