Erin Long - Thrivent
Doctor
Why pick this one
They provide retirement income, wealth transfer, and planned giving strategies through a nine-member Thrivent team serving Winter Park, Asheville, and Tampa.
Best for
- retirement income planning
- wealth transfer planning
- planned giving strategies
- nonprofit financial partnerships
- clients seeking phone, virtual, or in-person meetings
- multi-generational financial strategies
Look elsewhere if
- medical diagnosis or treatment
- legal, accounting, or tax advice
Specialties
- retirement income planning
- wealth transfer strategies
- planned giving strategies
- comprehensive financial planning
- nonprofit financial planning
Certifications
- Certified Financial Planner (CFP®)
- Accredited Estate Planner (AEP®)
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
- Certified Divorce Financial Analyst (CDFA®)
What makes them different
- Thrivent is owned by its members rather than shareholders or investors
- The Atlas Wealth Advisors team has nine members
- Keith Harvey has worked with Thrivent since 1990 and has held the CFP® designation for more than 30 years
- Clients can meet by phone, virtually, or in person
- The practice works with individuals, families, businesses, churches, and nonprofits
- Serves
- Winter Park, Asheville, Tampa
Distilled from this business's own website.
Contact & Location
- Address
- Town Square Boulevard, Asheville, NC 28803
- Phone
- 8006243340
- Website
- https://connect.thrivent.com/erin-long?utm_sour...
- atlaswealthadvisors@thrivent.com
Services
- financial planning
- strategic financial planning
- managed accounts
- dedicated planning services
- long-term financial plan reviews