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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