Wims Financial Group

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bret Wims is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Santa Clarita, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Insight Planning Group, based in Canyon Country, CA, is dedicated to empowering clients in their financial journeys through a personalized planning approach and ongoing support. Their team of experienced professionals works to provide clarity and confidence, helping individuals achieve their financial goals and dreams. As part of Thrivent, a member-owned financial services organization with over 120 years of history, Insight Planning Group offers a range of tailored services such as investment advice, insurance solutions, and financial education. They aim to be a comprehensive resource for clients, ensuring they navigate the complexities of financial matters effectively. Generated from the website

Thrivent Financial, operating primarily for Lutherans, specializes in helping clients create personalized financial plans that align with their values and goals. Their comprehensive services include budgeting, retirement planning, investing, and insurance, all aimed at supporting clients throughout different life stages. With a strong commitment to community involvement, Thrivent encourages clients to give back, boasting significant volunteer hours and donations raised for various causes. Their financial advisors provide guidance to help clients prioritize objectives, track progress, and adapt plans as needed, promoting a holistic approach to financial well-being. Generated from the website