3 minute read

Behrend leads clients through personalized roadmap

Provides a financial strategy tailored to each individual

MARYVILLE, Mo. — Planning for your financial future can be paralyzing. In this day and age, there is no shortage of investment advice out there — some of it good, some of it bad.

But with so much information and advice available, planning for your financial future can be paralyzing: How do you know what will work best for your goals even if it’s smart for somebody else’s? It can be hard enough to figure out where to start, much less where you want to end up.

That’s why Curtis Behrend, at Thrivent in Maryville, doesn’t take a onesize-fits-all approach. Instead, Behrend works with each client to figure out where they want to go — and how to get there.

“I always want to help people develop a roadmap to help them accomplish their goals, and help them get through their financial walk,” Behrend said.

Behrend takes a personal approach with each client, working to build a full financial picture so that he and the client can then plan out a roadmap that’s uniquely tailored to their particu- lar needs. That doesn’t mean jumping on the latest trends or trying to maximize a return without regard for risk. Instead, it means utilizing a variety of options to keep a client moving toward their goal.

“I’ve just always tried to figure out what my client needs and then figure out what product or ser vice would benefit them or fill that need for them,” Behrend said.

Though obstacles will always come up over time, Behrend said working from that per sonal, tailored ap proach means that as situations change, adjusting the strategy along the way will keep those individual dreams and goals in sight.

“Ever since I started financial advising, I’ve tried to do what I thought was right for the client,” Behrend said. “I’ve tried to do what I would recommend for my mom or my dad or myself.”

At any stage of life, it’s important to have a financial plan — for your future and your family’s. From investments for a growing family to life insurance, longterm care coverage and retirement planning, Behrend can help develop the roadmap that gets you where you want to go.

Thrivent is located at 111 E. Jenkins St., Suite A. Contact Behrend at connect.thrivent.com/curtisbehrend or by calling 660-2415000 to make an appointment.

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