We believe that financial literacy is the cornerstone of financial wellness. The Advent Partners Education Center is a free and ever-expanding library of tools and resources to help you—and everyone in our community—strengthen your financial know-how, monitor the latest market trends, and more.
Use this guide to the help you navigate the estate planning process and ensure that all necessary issues are considered.
This flowchart addresses common issues pertaining to Qualified Charitable Distribution rules.
This resource is helpful for high school students (and parents!) to prepare for college visits.
Create an exit strategy that protects the value of the business you’ve built with our free checklist.
This free checklist can help you proactively take control of your financial plan so that you can not only protect your financial health but even take advantage of the market’s low valuations.
Our FREE Beneficiary Review Checklist can help you determine what factors to look for and consider when reviewing your beneficiaries so you can have peace of mind that your assets are placed into the right hands.
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 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 financial advisors 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.
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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