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  • Northeast Wisconsin
  • December 2017
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Thrivent Financial sets itself apart with a unique approach to money

When it comes to financial services providers, people in northeast Wisconsin are met with no shortage of options. That’s why Thrivent Financial — a Fortune 500, not-for-profit financial services organization — treats finances differently. Thrivent guides its members to be wise with money and live generously, which results in healthier money habits and stronger communities.

Thrivent first opened its doors in 1902. More than 100 years later, it continues to serve its Christian members with a wide range of insurance, annuities, personal retirement accounts and investments.

To make the best possible plans and recommendations for his clients, Thrivent Financial Representative Troy Beck believes it starts with understanding a person’s unique goals.

“I have a passion for educating people and making sure they understand the ‘why’ behind the decisions they are making,” Beck says. “No matter what your financial goals are, achieving them requires preparation. I’ll take time to understand your values and identify what’s most important to you, then I’ll provide financial guidance that connects those values with your finances.”

In addition to building strong relationships, Thrivent cares for its members by supporting their most passionate causes. Thrivent provides members with seed money for generosity-based projects through the Thrivent Action Teams program, donates charitable outreach dollars to churches and nonprofits through Thrivent Choice® and builds and repairs homes through a special partnership with Habitat for Humanity called Thrivent Builds*.

According to Thrivent Financial Representative Dan Voss, a fear of not having enough money can sometimes get in the way of generous giving. He says this same misconception can also hold back a person from meeting with a financial representative.

“It’s not about how much money you make, it’s about how you manage it,” Voss says. “Building an invaluable relationship with a financial representative is not an end goal — it’s a starting point and support system to help you reach those goals.”

As a question of time, Voss and his colleagues say that it’s never too early to start that relationship. Instead of waiting until an emergency arises, they recommend planning ahead for them.

“Financial decisions should never be made under stress or distress,” Thrivent Financial Representative Stacie Patchett says. “Make a long-term plan with a representative when life is running smoothly. Then, when life deals you a tough hand, you already have a good relationship in place with someone you trust to make decisions together.”

Beck, Voss and Patchett welcome in anyone who wishes to feel more secure in their financial future. To get started, you can reach out to these financial representatives with the contact information below, or find a financial representative near you at www.connect.thrivent.com

Troy Beck

W2719 Brookhaven Dr. Ste. C1 Appleton, 920-423-3898

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Stacie Patchett

4321 N. Ballard Rd. Appleton, 920-628-3700

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Dan Voss

4321 N. Ballard Rd. Appleton, 920-628-5500

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* Thrivent member activities, such as Thrivent Action Teams, Thrivent Builds and Thrivent Choice, engage Thrivent members and Thrivent Member Networks in charitable activities, furthering Thrivent’s mission and its purposes under state law. You should never purchase or retain any insurance or annuity products simply to be able to participate. Participation is subject to applicable Terms and Conditions. Terms and Conditions available at Thrivent.

Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. For additional important information, visit Thrivent.com/disclosures.

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