Achieving your long-term financial goals through planning
Estimated reading time: 8 minutes
Advice guided by your
values and priorities
Our advice is about more than just numbers—it’s the start of a long-term partnership you can rely on, no matter how your life and goals may change.
Work with a financial advisor to plan for now and the future
Work with a financial advisor to plan for now and the future
Guide towards success
We work with you to build a financial plan based in proven strategies.
Actionable steps
Together, we create action steps rooted in your unique values to help build the life you desire.
Ongoing support
No matter what challenges and opportunities life gives you, we’re here to help keep you on track.
Personalized advice for your unique needs
We offer a variety of ways to work together, based on your needs and goals. Together, you and your financial advisor will find the right path forward.Insurance & annuities
Product-based Solutions
Solve for specific needs, like insurance, annuities, or investments.Investments
Managed Accounts Program
Ongoing, professional investment guidance.Financial planning
Dedicated Planning Services
Comprehensive advice for a fee with detailed recommendations to achieve your goals.Estate planning
Trust Services
Professional guidance on creating a trust supports your financial goals.Flexible services to suit your needs
Let’s match you with solutions to help you work toward your financial goals.What can we help you with?Personalized financial planning
Budgeting & saving
Day-to-day spending
Retirement planning
Investing
Generosity & giving
Getting insured
Personalized financial planning
How a Thrivent financial advisor can help
Our financial advisors will work with you to understand your unique situation, goals, and current financial situation: where you are and where you want to get to. Together, we identify strategies and solutions to help you achieve your goals.
Start planning with our experienced guidance
What does your financial plan look like?
Everyone’s financial plan is unique to them. That’s why we make it simple to visualize your plan and easy for you and your financial advisor to track progress and make updates.
Show meTwo ways to schedule your free consultation
A local financial advisor near you
Find a financial advisor in your community and start building a relationship to get you on the right path toward your goals.Find a financial advisor
Virtual Advice Team
Talk to a financial advisor, by video or over the phone, when and how it's convenient for you.Contact the Virtual Advice Team
Align your financial decisions with your values
Discover how your personal values can guide your financial planning, drawing on insights from Thrivent's 2023 Financial Crossroads Survey.Focusing on family and security
If helping protect your families financial future is top-of-mind, your plan could include things like:
- Saving for big goals
- Considering life insurance
- Developing an estate strategy
Prioritizing financial stability
If this is one of your top values, here are things to consider:
- Building an emergency fund
- Protecting your income with disability insurance
- Planning for retirement
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$179 billion assets under management/advisement*
Rated by:
AM Best, Moody’s Investors Service and S&P Global Ratings1
Serving 2.4
million clients
*As of Dec. 31, 2023.
1. Ratings are based on Thrivent's financial strength and claims-paying ability. Does not apply to investment product performance. For information on each rating, visit the individual rating agency's website.
“World's Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com.
By selecting “Find a Financial Advisor” you will have the opportunity to find and request contact with a Thrivent financial advisor near you. By selecting “Contact the Virtual Advice Team” you will be able to schedule a call with a financial advisor from the Virtual Advice Team.
1. Ratings are based on Thrivent's financial strength and claims-paying ability. Does not apply to investment product performance. For information on each rating, visit the individual rating agency's website.
“World's Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com.
By selecting “Find a Financial Advisor” you will have the opportunity to find and request contact with a Thrivent financial advisor near you. By selecting “Contact the Virtual Advice Team” you will be able to schedule a call with a financial advisor from the Virtual Advice Team.