Say goodbye to the complexity and confusion that comes with most financial planning processes. Our Set.Ready.Go.™ process is designed to give you something much better.
Our process is designed to be hassle-free. We do all the heavy lifting for you.
With our education-first approach, you’ll clearly understand your finances.
Sleep well at night knowing we’re looking out for every risk and opportunity for you.
What to Expect
What to Expect
What to Expect
What to Expect
What to Expect
What to Expect
The process and deliverables can vary based on which Advent Partners solution you choose. Please explore our solutions to learn more and contact us for complete details.
To make sure you’re protected, we use our exclusive 118-Point Financial Readiness Checkup to evaluate your financial security around more than 100 factors—including many that others tend to overlook—in 8 categories.
As your dedicated partner, we’ll proactively schedule meetings with your attorney, CPA and other professional service providers to make sure that you have one, united team working from the same financial playbook.
Phone: 866-334-5451
Fax: 717-334-8680
Gettysburg Office
1400 Proline Place, Suite 100
Gettysburg, PA 17325
Camp Hill Office
214 Senate Avenue, Suite 100
Camp Hill, PA 17011
Download the Form CRS Relationship Summary – TAN
Download the Form CRS Relationship Summary – TIMI
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons. Download Thrivent Advisor Network’s (TAN’s) Client Relationship Summary (CRS) at TAN CRS form.
Advisory Persons of TAN provide advisory services under a “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 adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies.
Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Advent Partners are not affiliated companies. DISCLOSURES
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