Amy Green - Thrivent - Crystal Lake, Illinois

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Introducing Amy Green – Thrivent Financial Advisor

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For individuals and families seeking comprehensive financial planning and expert financial consulting, Amy Green at Thrivent offers a personalized and dedicated approach. Located in Crystal Lake, Illinois, Amy provides accessible and tailored guidance to help clients achieve their short-term and long-term financial goals. She operates from her office at 735 McArdle Dr Unit C, Crystal Lake, IL 60014, United States, and is readily reachable at Phone: 8475946996. Clients are encouraged to schedule appointments to ensure dedicated time for discussion and strategic planning.

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About Amy Green and Thrivent

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Amy Green is a seasoned financial planner and financial consultant affiliated with Thrivent Financial, a faith-based financial services association. Thrivent’s mission centers around helping members live generously and confidently through financial well-being. Amy’s expertise encompasses a wide range of services, including retirement planning, investment management, estate planning, insurance needs analysis, and education savings. She understands that financial decisions are deeply personal and influenced by values, which is why she prioritizes building strong, trusting relationships with her clients. Her commitment to providing unbiased advice, rooted in a values-based approach, distinguishes her within the industry.

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Key Features and Accessibility

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Amy Green’s practice is designed with accessibility in mind. The office is equipped to accommodate individuals with mobility challenges, featuring a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet and readily available restroom facilities are provided. These considerations demonstrate a genuine commitment to serving a diverse clientele.

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Service Offerings – A Detailed Overview

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• Financial Planning: Amy develops customized financial plans based on individual needs and goals, considering factors like income, expenses, risk tolerance, and long-term objectives.

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• Investment Management: She assists clients in building and managing diversified investment portfolios aligned with their risk profile and time horizon.

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• Retirement Planning: Amy helps clients plan for a secure retirement, exploring options like 401(k)s, IRAs, and Social Security.

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• Estate Planning: She provides guidance on estate planning tools, including wills, trusts, and powers of attorney, to ensure assets are distributed according to clients’ wishes.

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• Insurance Analysis: Amy reviews clients’ insurance coverage to identify gaps and recommend appropriate protection against risks.

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• Education Savings: For families with children, she helps establish and manage education savings plans like 529 plans.

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Client Feedback and Current Status

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Currently, Amy Green’s business has 0 reviews on Google My Business. This indicates a relatively new or emerging service offering. The average opinion, at 0/5, suggests there is an opportunity for Amy to actively solicit and respond to client feedback to build a strong reputation. Encouraging clients to share their experiences on platforms like Google My Business is crucial for attracting new business.

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Contact Information and Scheduling

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To schedule an appointment with Amy Green, we recommend contacting her directly via phone at 8475946996 or visiting her website: connect.thrivent.com. The website provides further information about her services and background. Her address is 735 McArdle Dr Unit C, Crystal Lake, IL 60014, United States. Please note that appointments are recommended to ensure she can dedicate sufficient time to your individual financial needs.

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Amy Green’s dedication to providing accessible and values-driven financial advice makes her a valuable resource for individuals and families in the Crystal Lake area and beyond. Her focus on building strong client relationships and offering personalized solutions positions her as a trusted partner in achieving financial security and well-being.

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"summary": "Amy Green at Thrivent offers personalized financial planning and consulting services with a focus on accessibility and values-based advice, helping clients achieve their financial goals in Crystal Lake, Illinois.",
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