Our services are designed for the way you live. There are many different options for trust and investment management services available to help you reach your financial goals today, and build your legacy in the future.

Here are just a few of the ways we can help you with our services.
	Getting a Head Start on Retirement
	Finding Your Way After the Death of a Spouse
	Streamlining Your Investment Management
	Helping Your Ailing Parents
	Protecting Your Children's Legacy
	Managing Your Finances in Sickness and Health

Jim and June -
Getting a Head Start on Retirement
Jim is retiring after 35 years. In addition to transferring his retirement funds into an IRA rollover account, he and his wife June want to find the best investment options for the funds in their certificates of deposit, real estate, and stock from Jim's former employer (which he wants to maintain). Jim and June aren't sure they have the expertise to actively manage their assets. And since Jim and June plan to travel during retirement, they don't feel they have the time, either.

With the help of Thrivent Financial Bank, Jim and June can set up a managed IRA rollover for Jim's retirement assets, and investment accounts for their other assets. That way, their assets can be professionally managed and they can enjoy retirement as they've always planned.

Joe and Mary -
Finding Your Way After the Death of a Spouse
Mary's husband, Joe, recently passed away following an illness. Joe had always handled the family's finances. Mary is confident she can take care of the monthly bills, but she has no experience in managing investments. She is still in mourning and doesn't know where to turn.

Thrivent Financial Bank can help Mary with investment management services, or work with Mary and her attorney to set up a revocable living trust designed to manage her investments and assist with bill paying either now or in the future. Together with Mary we can find the best plan for how she wants to live.

Sarah and Peter -
Streamlining Your Investment Management
Sarah recently joined a prominent law firm. She and her husband, Peter, are financially secure, but they find they have less and less time for financial management. Although they want to make their own investment decisions, they want to consolidate their widely scattered investments and simplify the paperwork associated with managing a portfolio.

By turning to Thrivent Financial Bank, Sarah and Peter can set up a self-directed account to continue to manage their own investments and IRA rollovers … and with considerably less paperwork each month. Plus they have access to our many value-added services, like bill paying, real estate management and direct deposit services.

Cheryl -
Helping Your Ailing Parents
Cheryl has been named in her parents' powers of attorney to make financial and health-related decisions for them. Both her parents are experiencing failing health and Cheryl is in an increasingly difficult situation. She wants to help her parents, yet she has her husband, children and career to consider. And she wants to avoid arguments concerning her parents with her three siblings.

Thrivent Financial Bank can serve as Cheryl's agent to relieve her of many of the time consuming duties and responsibilities of managing her parents' assets while she continues to serve as her parents' attorney in fact, freeing her to concentrate on the many other important decisions that need to be made.

Bob and Carol -
Protecting Your Children's Legacy
A married couple in their late thirties, Bob and Carol have two young children. They want their family's financial situation to be stable in the case of their untimely deaths, and wish to make certain their assets will be managed until the children are old enough to manage them on their own.

Working with their attorney, Bob and Carol can set up either trusts in their wills (testamentary trust) or separate trust agreements. Thrivent Financial Bank can be named as trustee or successor trustee to manage their assets for the benefit of their children in the case of their deaths.

David and Sue -
Managing Your Finances in Sickness and Health
David and Sue have been married for over forty years, and are now faced with David's failing health. David is concerned about the stability of their financial situation should he become incapacitated or die.

Working with the family attorney, David and Sue can set up revocable living trusts to manage their investments and bypass probate upon David's death. By naming Thrivent Financial Bank as initial or successor trustee, David and Sue can have professional asset management and access a menu of services, such as bill paying and medical insurance claim management, to help them through this difficult period.