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866.311.TEAM (8326)
Luke Kloosterman
Business Name:
Thrivent Financial
Business Description:
We help clients reach their financial goals by assessing their current financial situation and make best recommendations for them to efficiently hit them by sitting down and asking questions about what they are trying to get done and analyzing the best route for them to maximize their plan.
How Business Creates Value:
We create value by giving our clients clear analysis of their current financial situation and direction of what steps they need to take in order to reach their goals and help them implement a plan. this translates to peace of mind for the clients as set them up for their future.
Contact Information
Phone
(909) 938-7957
LinkedIn
Skills
- retirement planning
- tax efficient investing
- pension maximization
- work benefit maximization
Credentials
- TEAM member since 2021
- Investment license ( series 66 and 7)
- Life and Health insurance licensee