Thrivent Financial for Lutherans Provides Solutions for its Members
The Mt Woodson Group of Thrivent Financial offers brokerage services, investments, insurance, annuities, mutual funds, education funding, and retirement and estate planning. Their mission is to improve the quality of life for their members, families and communities. “The uniqueness of our organization,” says Kyle Hammerness, Financial Consultant, “is we’re not-for-profit and work with people of all faiths.”
“As a member of the Fortune 500, we answer to our 2.6 million members, not shareholders or Wall Street,” says Hammerness. With a conservative investment style, Thrivent Financial maintains an A.M. Best rating of A++, which is the highest rating for financial strength. This ultimately transfers into financial security and peace of mind for its members.
The Mt Woodson Group includes Kyle Hammerness, Ryan Neumann and Sarah Davis. Hammerness is a licensed Financial Consultant with over 15 years of experience focusing on retirement and estate planning, including long term care. Neumann works with families to strengthen their financial position and specializes in insurance, investments, and education funding. As the office manager, Davis is responsible for the day-to-day operations of the team. According to Neumann, the Mt Woodson group is also committed to giving back to the community. “We provide free workshops to various community groups on topics such as education funding, retirement planning, identity theft and more.”
Giving back to the community is a major focus of Thrivent Financial as a whole. Thrivent partners with Habit for Humanity to build homes and also gives around $160 million in corporate dollars to various charities and causes every year. One program, Thrivent Choice, allows members to direct corporate funds to the charity of their choice. “We create opportunities for members to strengthen their communities by bringing them together to support one another and the causes they care about,” says Hammerness.[tabs] [tab title=”At a Glance”]
Business:Thrivent Financial for Lutherans
Local Address:10636 Scripps Summit Ct, Ste, 152, San Diego, Ca 92131
Hours:Mon-Fri 9 to 5