Finances Made Simple

We'll help you get your financial house in order with our simple, comprehensive process.

Start the Process

Achieve What’s Most Important to You

 No matter where you are in your financial journey, we can help you reach your goals.

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.

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Take our quick assessment to 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 desires.

FAQ

  • How are you compensated? Do I have to write you a check?

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  • Where are my assets held?

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  • Do I get a statement?

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  • How much do you typically charge? Are there any hidden fees?

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  • What does it mean to act as a fiduciary?

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  • I work with a broker already. Why would I want to work with you?

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  • I have a small $5000 account. Can you help me?

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  • I have a brokerage account I would like to move. How do I go about it?

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  • Where do you invest YOUR money?

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  • Do you offer general brokerage accounts? For instance if I want to buy and sell certain stocks for my account can I do that through you?

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  • What are your qualifications and credentials?

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  • What services do you offer?

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  • What is your approach to financial planning?

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  • What types of clients do you typically work with?

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  • Do others stand to gain from the financial advice you give to me?

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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.

Disclaimers

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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