Regulatory

 

PlanFIRST is a brand name used by the Greenville, South Carolina, office of Ronald Blue Trust,a division of Thrivent Trust Company. Ronald Blue Trust is not giving or offering to give personalized investment advice or financial planning advice through this media. This media is limited to the dissemination of general information on the company's service offerings and provides for a means in which a prospective client may contact Ronald Blue Trust. Personalized advice may only be given after the execution of an investment advisory and/or financial planning contract by the client and the company, and the initial payment of the planning fee or investment advisory fee by the client to the company, as required. Not all of the individuals appearing on this media are current employees of Ronald Blue Trust.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Click here for a copy of Ronald Blue Trust's Privacy Notice

Click here for a copy of Ronald Blue Trust's Security Notice

 

Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

You are leaving the PlanFIRST website and going to TalkingMoneyRadio.com, an independent website not affiliated with PlanFIRST.