Take the Anxiety Out
of Financial Planning

A team of advisors will walk you through our simple process to deliver a comprehensive plan that’s easy to understand.

NUMBER OF CLIENTS

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OFFICES IN 8 CITIES

LICENSED TO SERVE ALL 50 STATES

Doing What You Love with Those You Love Is Often Lost to the Anxiety of Planning

Preparing for the future alone is time-consuming and may leave you wondering:

    What do I need to know to start planning?
    How do I maximize my growth potential?
    What steps do I need to take to leave behind a legacy of generational wealth?
    Am I 100% ready for the unexpected?
START THE PROCESS

Say goodbye to financial uncertainty for good. 

Replace Anxiety With Peace Of Mind

  • Community

    Work with authentic people you trust and enjoy meeting with regularly.

  • Simplicity

    Gain clarity of your financial situation as we create a plan and implementation roadmap to help you achieve your goals.

  • Peace of Mind

    The confidence that you’ll get to do the things you love with the people you love and reassured when faced with the unexpected.

Your Finances.
Your Future.
Our Fiduciary Guidance.

Personal finance and investing can feel daunting without an advisor. But finding a fiduciary financial planner – someone who prioritizes your interests – can be just as difficult.
Collaborate with a dynamic team of advisors. With your unique needs top of mind, they’ll apply our process to craft a comprehensive, easy-to-implement plan for the future.
With our guidance, achieving what’s most important to you may be closer than you think.

START THE PROCESS

Financial Freedom For Everyone

No matter where you are in your financial journey, we can help you achieve what's most important to you.

Foundations

Foundations will help you untangle the essentials first. Through a series of three levels, we’ll help you kick-start your financial journey with a clear understanding of your credit cards, budgeting, and savings.

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Financial Checkup (FCU)

Our FCU paints the bigger picture. We’ll help you identify and manage potential risks. In a four-meeting process, we will develop a financial plan, including an asset map that leaves you with a complete plan to reach important milestones.

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Retirement Checkup (RCU)

Whether you’re retiring now or in 5 to 10 years, we’ll advise you on generating an income from your savings, using distribution strategies and legacy planning to help you do what you love with and for those you love.

Learn more

Our quick assessment will help you determine which process is right for you.

Working With Our Trusted Team Of Financial Advisors Is Simple

1. Listen to Understand

Unlike a roboadvisor or non-fiduciary, we take the time to consider your situation and offer advice that is specific to you.

2. Strategize for Success

 We’ll help you figure out where you are, what the next steps are and when you’ll reach your milestones.

3. Review to Enhance

 We'll meet regularly to review your investments, and keep you informed about how we're working to help you achieve your goals.

Freedom Is On the Horizon

Time to experience simplicity.

The 49 Financial advisory team is here to help demystify and declutter the financial planning process.
 We can help you simplify the financial aspects of your life so that you can enjoy more time with the people, things, and experiences that matter most to you.
Best of all, we serve as fiduciaries. No hefty percentages. No surprises. Our team will be your one-stop advisory to help you avoid those extra costs.
Get checked up and on track for a better future.

START THE PROCESS

Download our Free Guide:

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49 Financial is a part of Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment advisor ("RIA"), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment advisor. 49 Financial and Thrivent Advisor Network, LLC are not affiliated companies.

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All rights Reserved

49 Financial is a part of Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment advisor ("RIA"), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment advisor. 49 Financial and Thrivent Advisor Network, LLC are not affiliated companies.

Disclaimers

Created by

All rights Reserved