Bill Wedde, Fic Email & Phone Number

Since 2005, I have enjoyed serving individuals, churches and non-profit organizations as a Financial Consultant with Thrivent . Additionally, I now serve as a fee-based financial planner for those clients who wish to address their in-depth Financial Planning needs. Specialties: Fee-based Financial Planning, wealth management and protection, retirement savings strategies, tax-efficiency of investments and income, retirement income strategies, personal income protection, family protection, insurance, charitable strategies and wealth transfer. Contact me today to arrange a time to work together toward your financial success. (949) 481-7778.Initially founded in 1902, Thrivent is a membership organization of Christians currently #343 on the 2018 Fortune 500 list, has over 110 Billion in client assets under management. Thrivent has been named One of the World's Most Ethical Companies by the Ethisphere Institute for seven consecutive years, 2012 - 2018!Building long-term relationships is important to me. We'll begin by identifying what's most important to you; your goals, your dreams, making sure you protect your loved ones. Working together, we'll align your values to your investments and improve your likelihood of accomplishing your dreams.For important disclosure information, visit Thrivent.com/social.

Listed skills include Income, Income Protection, Protection, and Insurance.