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Financial Planning

Thrivent® Retirement Income Optimizer® (TRIO®)1

This state-of-the-art income management program can help you secure regular income throughout your retirement. You and your Thrivent Financial representative can use the TRIO service to manage all of your assets in retirement, regardless of where they are held.

Thrivent Financial Planning Service2

Thrivent Financial representatives offer a variety of fee-based financial planning and advisory services. These services include:

  • Investment and stock planning.
  • Retirement accumulation and income planning.
  • Estate planning.
  • Protection planning.

If you're starting or operating a business, we offer business valuation and continuation planning. Whatever your goals and needs, we work with you to help make your objectives become reality.

Get Started

To find out whether these products and services are right for you, contact a Thrivent Financial representative.

1 Thrivent® Retirement Income Optimizer® (TRIO) is a fee-based investment advisory service offered by Thrivent Investment Management, Inc. Only eligible representatives holding the required licenses and registrations are able to offer TRIO®.

2 Fee-based financial planning services are only available through qualified advisors. Security transactions are handled by NFS, a Fidelity Investments Company, a registered broker-dealer and a member New York Stock Exchange and SIPC. Investments are not FDIC-insured.

   
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200903933

Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA

Contact Us
800-THRIVENT
(800-847-4836)

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Insurance products issued or offered by Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Bank products and trust services are offered through Thrivent Financial Bank (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, securities, investment advisory services, and trust and investment management accounts are not deposits, are not guaranteed by Thrivent Financial Bank, are not insured by the FDIC or any other federal government agency, and may go down in value.

Last updated: May 27, 2010