Thrivent Legacy Planning Group is a financial planning firm based in Rice Lake, WI, dedicated to helping individuals and families achieve their financial goals. With a refined 5-step planning process, their experienced team provides clarity, comfort, and direction to create personalized financial plans tailored to each client's needs. Whether it's organizing, visualizing, prioritizing, strategizing, or optimizing, Thrivent Legacy Planning Group is committed to guiding clients towards a more secure financial future.
From college financial aid planning to legacy planning, Thrivent Legacy Planning Group offers a range of services to help clients navigate the complexities of their financial journey. With a focus on understanding clients' purposes behind their financial decisions, their vision revolves around family, occupation, recreation, money, and goals. By providing invaluable confidence in financial goals, Thrivent Legacy Planning Group aims to help clients enjoy the journey with peace and comfort.
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