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Thrivent Financial Planning Service

The first step toward reaching your goals and dreams is to thoroughly understand what they are. Your success should be measured not just by your financial well-being, but also by how confident you feel about your future. At Thrivent Financial for Lutherans, we:

  • Take an objective approach to your financial situation.
  • Help you understand where you are financially.
  • Focus on solutions designed for you.
  • Track your situation and progress over time.

Whether your finances require in-depth evaluation or you simply want to take a fresh look at how you can achieve your goals, your Thrivent Financial representative can help. We do our best to make it simple so that you can feel confident.

Financial planning services are fee-based.* Fees depend upon your personal circumstances and are determined between you and your representative.

Contact your Thrivent Financial representative today to begin the process of realizing your financial goals and dreams.

* 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: February 8, 2010