Asset Management

We create a proactive asset management strategy that is designed to accomplish your financial goals. Our goal is to maximize every portfolio, while ensuring that it fits your risk tolerance.

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Financial Planning

As you encounter transitions in your life, know that we understand the financial challenges they can bring, and for over thirty years have helped hundreds of individuals and families prepare for and make them. 

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Retirement Planning

We perform detailed analyses so we can help you plan for your retirement goals. This can include finding the best ways to distribute your retirement assets or helping you decide when to retire.

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Tax Planning

We help with tax planning and often discuss your tax situation with your CPA or tax preparer.

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Estate Planning

We work with your attorney to create an estate plan that you feel good about. We will go with you to meet your attorney to help ensure that your plan is seamless.

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Generation Transition Planning

We care about our clients personally, so we assist surviving spouses and families as they settle the estate.

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Trust Services

Having someone who knows your financial situation well to carry out your estate and trust plan is a key step to ensuring that your goals for your wealth are maintained and reflect your values. Our solutions can offer assistance with a wide range of circumstances including helping with a special needs beneficiary, managing trust assets, and settling an estate.

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Client Education

We provide our clients with regular account statements and a consolidated rate-of-return report. We also send out regular newsletters and insights to help you understand your investments and our process.

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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.

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