As a fully integrated team, Perspective Planning Partners serves clients collectively. This allows us to maintain a high-level service experience while providing expertise and continuity to our growing practice.
With over 100 years of combined experience, our team has worked in collaboration and jointly with clients for more than a decade before formally becoming Perspective Planning Partners in 2018. The team draws not only on its many years as advisors at Thrivent, but also work at other investment firms, as well as drawing from valuable work experiences prior to a career in the financial services industry.
Perspective Planning Partners is an independent practice of Thrivent Financial. Our clients benefit from working with an independent advisor, while maintaining the valuable relationship with Thrivent’s strong and stable history as a leader in the financial services industry. Consistent with Thrivent’s mission of helping people be wise with money, our Christian values, mission, and focus on generosity guide our purpose and unique position in the financial services industry.
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Comprehendive Advice, Guidance,Service, and Simplification of Your Financial Life?