Sharon Phelps
Financial Consultant at Thrivent
Based in Granville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Granville
Industry
Financial Services
Company size
8.8K
Contact information
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s•••••••@thrivent.com
Phone
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Background
About Sharon Phelps
No matter what your financial goals are, achieving them requires ongoing planning and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.I am licensed to do business in OH, IN, PA and CO.For important disclosure information, visit thrivent.com/socialSpecialties: Asset allocationRetirement accumulation strategiesRetirement distribution strategiesInvestment strategiesRisk managementLegacy strategiesEstate strategiesCharitable strategiesCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.If CPA appears after this individual's name, note that CPA (Certified Public Accountant) is inactive. CPA credentials are awarded by the State Accountancy Board. Not a practicing CPA and cannot provide tax or accounting advice or services.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social
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