Michael Meyer
Practice Developer at Muskego Lakes Group of Thrivent
- Role
- Practice Developer at Thrivent
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Michael Meyer
I help Christians make financial planning decisions.Together, we\'ll take steps to:•…
Experience
Practice Developer
Aug 2005 — Present
I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesI\'m part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed. Thrivent and its representatives and employees cannot provide legal, accounting, or tax advice or services. Work with your Thrivent representative and, as appropriate, with your attorney and tax professional for additional information.
Skills
- Finra Series 7
- Retirement Income Strategies
- Asset Allocation
- Mutual Funds
- Risk Management
- Charitable Giving Strategies
- Investments
- Education Funding
- Investment Strategies
- Separately Managed Accounts
- Estate Strategies
- Coaching
- Legacy Strategies
- Life Insurance
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