Request Your Complimentary
Second Opinion Review
Get a no commitment, no pressure, evaluation of your current account plan. Please do not include any sensitive, confidential or personal financial or health information.
- A 30 minute session (if statements and planning documents are provided in advance)
- By providing statements in advance of our meeting it provides us time to review the risk tolerance, account type and investments as well as their relation to the planning recommendations we will provide.
*Additional legal documents available and cost available upon request.
By sending this request, I agree that Thrivent or a Thrivent financial professional may call me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.
