Your legacy is the story of your life. It represents where you’ve been, how you’ve lived, and the impact you’ve made along the way. It’s the part of you that you’ll leave behind for your family.
Your legacy financial planning is about so much more than just “estate planning” or making a plan for how to manage your portfolio when you’re gone. It goes beyond making sure you are maximizing the wealth you will leave behind to your heirs. And it’s more than working hard to minimize the taxes your loved ones will have to pay.
Of course those things are important, and they are details we take seriously.
At Awaken Wealth Partners, we believe true legacy planning includes all of those factors as well as ensuring your family understands the values and goals that are also a part of your legacy.
As your partner, you can trust that your legacy rests well in our care.
IMPORTANT CONSUMER INFORMATION
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Disclosures:
Awaken Wealth Partners is a part of Thrivent Advisor Network, LLC (“Thrivent”), a Registered Investment Adviser (“RIA”), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Advisory Persons of Thrivent provide advisory services under a practice name or “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. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.
THRIVENT PRIVACY & SECURITY POLICY
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Check the background of our representatives on FINRA’s BrokerCheck.
PLEASE NOTE
Jonathan Hoyme is licensed to do business in CA, DC, FL, GA, MI, MN, MO, SC, SD, TX, WA, and WI. CA Life/Health Insurance License ID 4027791, CA Securities Insurance ID 28076372, CA Variable Annuity Insurance ID 4027791, CA Variable Universal Life Insurance ID 4027791.
Matt Miller is licensed to do business in FL, TX, and WA.
Blair Greenwood is licensed to do business in TX.