Susan Bennett - Thrivent

Susan Bennett - Thrivent is a finance institution located at 4055 Executive Park Drive, Cincinnati, Ohio, United States. They offer comprehensive financial guidance to help individuals confidently plan for their future. Specializing in serving those 5-10 years from retirement, Susan Bennett helps clients create a plan to transition into their next chapter with confidence. Their approach focuses on developing goals and creating a thoughtful financial strategy to help clients live the life they desire.

While money is seen as a tool to attain goals rather than the end goal itself, Susan Bennett also helps clients maximize their legacy and generosity in the Greater Cincinnati area. Serving areas such as Sharonville, Colerain, Loveland, Mason, Liberty Township, and the entire Tri-State Area, Susan Bennett provides financial guidance and tax efficiency planning to help clients achieve their financial objectives.

Please note that Susan Bennett is out of the office on Fridays, and Krista Webb works remotely on Fridays. Licensing information is available through the State Insurance Department's website, and consultation with an attorney or tax professional is recommended for legal, accounting, or tax advice.

Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Clients can engage in a planning service for a fee that results in written recommendations. Thrivent's financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with the appropriate professionals for such matters.

For more information on Thrivent's financial advisors, professional designations, and services offered, visit their website or FINRA's Broker Check. Thrivent is committed to providing clients with the guidance and support they need to navigate their financial future with confidence.