Susan Bennett

About Susan Bennett

I’ve spent my entire 30 year career in the financial industry and have felt the most at home here at Thrivent for the last 20 years. When you work with me, we will take time to identify and develop your goals to create a plan that fits you specifically. While I truly enjoy working with people at all stages of life, I specialize in serving people straddling the 5-10 years on either side of retirement. It\'s an important time to thoughtfully prepare for income distribution and wealth transfer in the most tax efficient manner. I serve you through: • Personalized Financial Planning. • Assisting you in transitioning from retirement accumulation to meeting your retirement income needs. • Managing your investments to help you reach short, mid- and long-term goals. • Tax diversification planning. • Helping you protect those you love and your assets from the impact of loss, illness, disability and long term care needs. • Charitable and estate planning. As we plan for your future, we will always also address enjoying life today and living generously.

Experience

1. Financial Consultant

   Thrivent

   Jan 2013 — Present

   As a Fortune 500 not-for-profit membership organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members\' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.