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Thrivent Financial

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Contact Information
Name: Shanell T. Foster, MBA
Business Phone: 5619698879
Your church: First Seventh-day Adventist Church of West Palm Beach
Church address:

6300 Summit Blvd, West Palm Beach, FL 33415

Address:
319 Clematis St, Ste 213, Florida 33401
Description:

We’re a Fortune 500, not-for-profit , membership organization of Christians. For more than 100 years, we’ve helped our members be wise with money and be good stewards of the gifts God has given them. We offer:

  1. Financial Planning -: Solutions-based advice focused on the client's needs including managing income and expenses, debt management/elimination, risk and protection strategies, saving strategies, college planning, wealth transfer, estate and tax planning;
  2. Retirement Accounts - Roth and Traditional IRAs, SIMPLE IRAs, SEP IRAs, 403(b), 401(k), non-qualified;
  3. Guaranteed Income (Annuities) - Variable annuities, Fixed annuities, Indexed annuities, Immediate Annuities, Deferred Annuities;
  4. Life Insurance - Term Life, Universal Life, Whole Life, Simple Premium Whole Life and much more;
  5. Long-term Term Care Insurance - Home care and facility care;
  6. Disability Income Insurance;
  7. College Savings - 529 plans, Coverdale and UTMA/UGMAs;
  8. Investments - Mutual Funds, Brokerage and Managed Accounts;
  9. Charitable Giving - Donor advised funds, foundations/trusts, giving circles, scholarships and much more;
  10. Business Owner Solutions: Benefits Plans - health/medical, vision, dental, life and retirement!

We also have a Church Loans Division, a Credit Union, Trust Services and resources to grow your church and faith-based organizations!

Learn more at https://www.thrivent.com/. You'll ask yourself, why didn't I learn about Thrivent sooner?! Looking forward to serving you...fellow brothers and sisters in Christ!

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