Tailormade Financial Consulting - Thrivent

Tailormade Financial Consulting - Thrivent Your choice for tailormade financial planning. We design custom strategies to give you confidence in your personal and small business finances.

Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
04/05/2026

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

Wishing you a day filled with kindness, connection and love. Happy Valentine’s Day!
02/14/2026

Wishing you a day filled with kindness, connection and love. Happy Valentine’s Day!

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more importa...
01/26/2026

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇

Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.

This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt

Let’s review your strategy together and make sure your investments support your next chapter.

Retiring in 2026? One of our favorite things to do as a team is to celebrate our retirees in a big way. Being a client o...
01/23/2026

Retiring in 2026? One of our favorite things to do as a team is to celebrate our retirees in a big way. Being a client of ours means when you retire, we throw a retirement party to celebrate your career with your family and friends.

We work with you to plan, set a location, and invite everyone from your guest list. Send me an email at [email protected] to learn more.

Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for ...
01/22/2026

Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.

➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.

If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.

See thrivent.com/social for important disclosures.

Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice Pres...
01/20/2026

Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2

The life and legacy of Dr. Martin Luther King Jr. is one of hope, inspiration and activation. How are you honoring his d...
01/19/2026

The life and legacy of Dr. Martin Luther King Jr. is one of hope, inspiration and activation. How are you honoring his dream and making a difference in your community?

Wishing you and yours a happy New Year! May 2026 be filled with many blessings and new opportunities.
01/01/2026

Wishing you and yours a happy New Year! May 2026 be filled with many blessings and new opportunities.

Merry Christmas to you and yours! Hope your day is filled with meaningful time with loved ones.
12/25/2025

Merry Christmas to you and yours! Hope your day is filled with meaningful time with loved ones.

Wishing you and your loved ones a very Happy Thanksgiving. As we take time to count our blessings today, what are you mo...
11/27/2025

Wishing you and your loved ones a very Happy Thanksgiving. As we take time to count our blessings today, what are you most grateful for?

Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.
11/11/2025

Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.

Address

Carmel, IN

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+13176415000

Website

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