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If you were impacted by the hurricanes and have questions about how we can
support you, contact us at 800-847-4836. To help affected communities, visit
https://www.thrivent.com/about-us/membership/disaster-response
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BETTER MONEY DECISIONS START WITH A CONVERSATION

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Financial goals
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IT’S NOT JUST ABOUT RETIREMENT; IT’S ABOUT RELATIONSHIPS, OPPORTUNITIES AND
LEGACY. CAN WE IDENTIFY WHAT MATTERS AND ALIGN YOUR FINANCIAL RESOURCES TO MAKE
IT HAPPEN?

Jon Skov, Thrivent Wealth Advisor


WORKING WITH US

Our financial advisors help you prioritize goals, establish a foundation, and
track progress over time.


MEET WITH A FINANCIAL ADVISOR THAT’S RIGHT FOR YOU

During your initial free meeting, we’ll get to know your goals, financial
situation, and what you value.


CREATE A FINANCIAL PLAN

We analyze your situation and deliver actionable steps you can take toward your
goals.


TAKE ACTION

We have options to support your financial plan and provide ongoing guidance. As
your life changes, we can work together to help keep you on track.

Talk to a financial advisor to get started.

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HOW WE CAN HELP

Explore how a Thrivent financial advisor can help you tackle common financial
needs.

Financial planning



FINANCIAL PLANNING

Financial planning is personal. That’s why our conversations focus on your
unique values and goals.

A FINANCIAL ADVISOR MAY TALK TO YOU ABOUT

 * Your values, financial needs, and goals
 * How to build a financial plan with a strong foundation

Find financial advisors

RELATED RESOURCES

The Psychology of Financial Planning
Building Your Financial House


Budgeting & saving



BUDGETING & SAVING

Budgets are a powerful tool that help you align your everyday money decisions to
your values.

A FINANCIAL ADVISOR MAY TALK TO YOU ABOUT

 * Managing your cash flow
 * Paying down debt
 * Saving, investing, and giving

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RELATED RESOURCES

Pay Yourself First: Save More with the 80/20 Budget
Try our free money coaching service


Retirement planning



RETIREMENT PLANNING

Whether you are nearing retirement or just starting out, we offer advice and
tax-efficient saving strategies to help you achieve your goals.1

A FINANCIAL ADVISOR MAY TALK TO YOU ABOUT

 * How you want to spend your retirement
 * Your investment risk tolerance
 * Types of investment accounts

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RELATED RESOURCES

The Ultimate Guide to Retirement by Age
Try our retirement income match tool


Investing



INVESTING

We start by understanding the true purpose for the money you want to invest.
Then we build a strategy to help achieve your goals.

A FINANCIAL ADVISOR MAY TALK TO YOU ABOUT

 * Your investing goals and experience
 * Factors that impact your risk tolerance

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RELATED RESOURCES

Understanding Your Risk Tolerance


Getting insured



GETTING INSURED

No one can predict the future, but we can help you prepare for unexpected
surprises.

A FINANCIAL ADVISOR MAY TALK TO YOU ABOUT

 * Protecting your income from unexpected losses
 * Protecting your family’s financial future

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RELATED RESOURCES

Do You Need Life Insurance? Questions to Ask
Try our Term Life quote tool


Generosity & giving



GENEROSITY & GIVING

Giving can be an important and fulfilling aspect of your financial plan. We can
provide you charitable giving expertise.

A FINANCIAL ADVISOR MAY TALK TO YOU ABOUT

 * Different causes that you care about
 * Tax-efficient options for charitable giving1

Find financial advisors

RELATED RESOURCES

Family Giving Strategies
Tax-efficient Tools for Charitable Giving


MAKING A DIFFERENCE

We believe in giving back to our communities and helping others do the same.

2.4 million clients and others who volunteered and donated to community needs
around the country.*

$238 million raised and donated by Thrivent, clients, and others.*

12.8 million volunteer hours of time and talent invested in our communities.*


TWO 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 financial advisors



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
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. Thrivent and its financial advisors and professionals do not provide legal,
accounting or tax advice. Consult your attorney or tax professional.
*As of Dec. 31, 2023.
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Operations Center
4321 N. Ballard Rd.
Appleton, WI
54919-0001 USA
Corporate Center
600 Portland Avenue S.,
Suite 100
Minneapolis, MN
55415-4402 USA
T: 800-847-4836

©2024 Thrivent. All rights reserved.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance
products issued by Thrivent. Not available in all states. Securities and
investment advisory services offered through Thrivent Investment Management
Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary
of Thrivent. Licensed agent/producer of Thrivent. Registered representative of
Thrivent Investment Management, Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by
appropriately appointed and licensed financial advisors and professionals. Only
individuals who are financial advisors are credentialed to provide investment
advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more
information about our financial advisors.

Thrivent provides advice and guidance through its Financial Planning Framework
that generally includes a review and analysis of a client’s financial situation.
A client may choose to further their planning engagement with Thrivent through
its Dedicated Planning Services (an investment advisory service) that results in
written recommendations for a fee.

BrokerCheck By FINRA logo

Check the background of our professionals on FINRA’s BrokerCheck.

Thrivent's website uses cookies and other tracking technology as described in
ourPrivacy Policy. By using our site, you agree to your website interactions
being recorded.
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Thrivent’s websites use cookies and other technology as described in ourPrivacy
Policy. Below are descriptions of the cookies used on Thrivent’s websites and
whether those cookies are active.


COOKIE SETTINGS

STRICTLY NECESSARY COOKIES

Always Active

These cookies are necessary for the website to function and are always active.
They help maintain the security and efficiency of the site.

PERFORMANCE COOKIES

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These cookies allow us to count visits and traffic to our sites so we can
improve the performance of the site. They may be set by us or by third party
providers whose services we have added to our pages. All information these
cookies collect is aggregate and anonymous until you log in to our website.

FUNCTIONAL COOKIES

Always Active

These cookies allow our website to provide you with customized services or
personalization and increase the quality of your online experience. These
cookies may be set by us or a third party on our behalf. Any personally
identifiable information collected and stored by these cookies is for our
internal business purposes only.

TARGETING COOKIES

Always Active

Third parties may use cookies to recognize your device and display relevant
advertisements on other sites. Personally identifiable information collected and
stored by these cookies may be sold or shared to one or more third parties.
Additionally, social media cookies are set by a range of social media services
that we have added to the site to enable you to share our content with your
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sites and building up a profile of your interests. This may impact the content
and messages you see on other websites you visit. If you do not allow these
cookies you may not be able to use or see these sharing tools. Where legally
required, your consent will be required before allowing advertising and social
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