Matthew Beatty - Thrivent
Why pick this one
Matthew Beatty - Thrivent provides values-based financial planning, managed accounts, and ongoing strategy reviews from a third-generation Thrivent advisor.
Best for
- Individuals and families seeking values-based financial planning
- Clients preparing for retirement income
- Clients considering annuities as part of retirement income
- People wanting ongoing plan adjustments as their circumstances change
- Clients who prefer phone, virtual, or in-person meetings
Look elsewhere if
- Clients needing legal, accounting, or tax advice
- Clients seeking emergency financial services
- Clients requiring a service that is not available in their state
Specialties
- Personalized financial planning
- Managed accounts
- Retirement income planning
- Annuity planning
Certifications
- FIC
- CKA®
- BFA™
What makes them different
- Thrivent is owned by its members rather than shareholders or investors
- Matthew Beatty is a third-generation Thrivent financial advisor
- Financial planning connects clients' finances to their values and goals
- Meetings are available by phone, virtually, or in person
- The Fairway Financial Group reported mobilizing 1,503 volunteers and supporting 158 Action Teams in 2024
- Serves
- Wilmington, Powell
Distilled from this business's own website.
Contact & Location
- Address
- 3309 Jaeckle Dr Ste 110, Wilmington, NC 28403
- Phone
- 9107773367
- Website
- https://connect.thrivent.com/matthew-beatty?utm...
- fairwayfinancialgroup@thrivent.com
Services
- Financial planning
- Strategic financial planning
- Managed accounts
- Financial plan implementation
- Ongoing financial plan reviews