Phil Wuerffel, Thrivent

At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given.

06/30/2024

Faith, Finances, and Incredible People!
What an honor for a few of us from the team to get to share with our friends at New Salem Church this morning.

01/16/2024

When the kids from the Northwest have to make a quick work trip to Scottsdale, you know we gotta make a stop at the ONLY McDonalds that doesn’t have Yellow arches!

4 ways to help reduce risk in your retirement plan 06/23/2022

Planning for these key retirement risks can help you protect the retirement vision you’ve worked hard to create.

4 ways to help reduce risk in your retirement plan Great news: You’ve got a whole lot of living to do. Americans in their 40s and 50s can now expect to live well into their mid-80s, according to the Social Security Administration. But does the prospect of great longevity have you worried about the cost of living comfortably, giving generously and....

Timeline photos 06/21/2022

We’re driven by a higher purpose at our core. Our financial advisors are passionate about helping others achieve financial clarity while building a successful, rewarding business for themselves. Sound intriguing? See if this could be the right fit for you: thriventcareers.com/make-an-impact

How to retire early: 4 tips a financial advisor wants you to know 06/16/2022

What if you could retire 10 to 30 years earlier than planned? With the right financial strategy, it may be possible. Here’s what it would take to retire early.

How to retire early: 4 tips a financial advisor wants you to know It's the great American dream—to say goodbye to the working world before you receive your AARP card. Some people are making it happen, too.

06/13/2022

A good financial strategy needs to listen to your head and your heart. That’s why we go beyond the numbers to truly understand what matters to you.

www.thrivent.com

Prepare For Retirement With Confidence 06/02/2022

Create a retirement that can go the distance. Guaranteed income strategies can help you prepare for retirement income uncertainties, like market volatility. As you build your retirement strategy, here are some details to consider.

Prepare For Retirement With Confidence Guaranteed income strategies from Thrivent can help you prepare for retirement’s possibilities with even greater confidence.

Timeline photos 05/26/2022

Who (or what) is the inspiration behind your financial decisions?

Timeline photos 05/09/2022

How much will you need to save by the time you retire? Are you on track? Check out this helpful retirement income planning calculator: https://bit.ly/3LJQQD5

Timeline photos 04/04/2022

With Tax Day right around the corner, you still have time to make the most out of your IRA contributions for 2021. Maxing out your traditional IRA can help reduce your adjusted gross income, giving you more money for your short-term financial goals.

5 tax-efficient strategies to include in your retirement plan 03/31/2022

From starting a spousal IRA account to maintaining a whole life insurance policy as an asset, here are several ways you can help reduce your taxes in the long-term.

5 tax-efficient strategies to include in your retirement plan Nearing retirement age? These tax-efficient strategies – starting with your 2022 tax filing – can help you reduce your taxes for the long term. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

How to know if you're saving enough for retirement 03/24/2022

Weighing competing priorities when it comes to saving for retirement? Here are some ways to navigate potential roadblocks to building your nest egg.

How to know if you're saving enough for retirement Sure, it’s important to save for retirement. But other major priorities, such as your kids’ private school, or a big wedding to plan, could throw you off course.

Timeline photos 03/20/2022

Does your career need a refresh? Spring is the perfect time to start a new and rewarding career as a financial advisor at Thrivent. We’re looking for candidates who are entrepreneurial, results-driven and inspired to help others reach their financial goals. You’ll enjoy paid training, flexibility
and ongoing support to help you thrive. Visit
thriventcareers.com to learn more.

Timeline photos 03/10/2022

Have you fully funded your IRA for 2021? The more you contribute –and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.

03/07/2022

You want to make the most of all you have—and that includes being smart about how you’re saving for the future and the tax impacts of your decisions. Have you considered this solution?

Understanding income tax strategies 02/24/2022

Have you considered how—and when—your savings will be taxed? Take a look at these income tax diversification options you could benefit from in the long-run.

Understanding income tax strategies Tax diversification tips can help you position your assets more efficiently.

How IRAs Work: An Overview 02/18/2022

Make the most out of your retirement strategy by understanding how different IRAs work and the benefits of each one.

How IRAs Work: An Overview Is an IRA right for you? Get a better understanding of the two common types of IRAs - traditional and Roth.

Timeline photos 12/08/2021

The year ahead may be a great time for you to explore a career as a Thrivent financial advisor. Thrivent offers a tremendous opportunity for success—including attractive income potential, an industry-leading benefits package, generosity programs, and ongoing training and support. Learn more today: thriventcareers.com/newyear.

Timeline photos 11/15/2021

Last call! Don’t miss your opportunity to vote in Thrivent’s 2021 board of directors elections. Visit https://bit.ly/3Dgl5gF to make your voice heard and help shape how our organization is led. The elections close Nov. 20.

Timeline photos 11/03/2021

As a Thrivent financial advisor, it’s easy to make an impact in your community and support clients who want to give back. If you or someone you know is looking for a meaningful career opportunity, reach out to me for more information or visit thriventcareers.com/opportunity.

11/01/2021

Let your voice be heard. Vote in Thrivent’s 2021 board of directors elections and help our organization continue to thrive with purpose. The elections close Nov. 20.

10/25/2021

Don’t miss your opportunity to vote in Thrivent’s 2021 board of directors elections. Visit https://bit.ly/3Dgl5gF to make your voice heard and help shape how our organization is led.

Timeline photos 10/20/2021

There’s still time to join this afternoon’s inside look at financial advisor careers at Thrivent: thriventcareers.com/oct20-register. This 1-hour webinar will feature a panel of financial advisors who’ll share how they started their careers with Thrivent—many bringing skills and experiences from other industries. You’ll also hear about the extensive paid training, unlimited income potential, growth opportunities and purpose-driven culture you’ll find at Thrivent. If you (or someone you know) may be interested in a new career path, join us. (No products will be sold.)

Timeline photos 10/19/2021

Did you know, people from a variety of professional backgrounds have started new careers as financial advisors at Thrivent? If you’re contemplating a career change, join us for an upcoming webinar to learn more. You’ll hear from a panel of financial advisors who’ll share how they turned their skills and experience into a successful new career at Thrivent—enjoying opportunities for growth, unlimited income potential and a purpose-driven culture. Their career change may inspire your own. Register: thriventcareers.com/oct20-webinar (No products will be sold.)

Timeline photos 10/18/2021

As a Thrivent client with membership, you play a key role in shaping the future of our organization. Head to https://bit.ly/3Dgl5gF to choose the candidates who will help us continue to thrive with purpose. The elections close Nov. 20.

Timeline photos 10/15/2021

In honor of Boss’s Day on Oct. 15, consider the benefits of becoming your own boss. As a Thrivent financial advisor, you can build your own practice, earn an attractive income and control the growth of your career. Learn more: thriventcareers.com/be-your-own-boss.

Want your business to be the top-listed Finance Company in Tacoma?
Click here to claim your Sponsored Listing.

Videos (show all)

Multi-purpose Life Insurance - Thrivent
Vote in Thrivent's board of directors elections
Thrivent's board of directors elections

Telephone

Address


2203 N 30th Street
Tacoma, WA
98403

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Other Financial Services in Tacoma (show all)
SPECTRUM SPECTRUM
6402 19th Street W
Tacoma, 98466

SPECTRUM delivers workplace retirement plan services and business solutions to U.S. employers.

Tony Brooks Insurance Agency Tony Brooks Insurance Agency
12001 Pacific Avenue S, Ste 103
Tacoma, 98444

Welcome to Tony Brooks Insurance Page. I am here to help you with your Insurance and Financial Needs.

The Smith/Syler Wealth Management Team - Stifel The Smith/Syler Wealth Management Team - Stifel
909 A Street Suite 800
Tacoma, 98402

Jane Park, Agent with New York Life Jane Park, Agent with New York Life
1201 Pacific Avenue Suite 1600
Tacoma, 98402

Agent licensed to sell insurance through New York Life Insurance Company

Armored Life Armored Life
Tacoma, 98402

We offer Final Expense, Mortgage Protection, and Retirement Solutions. We are also hiring. Let us tell show you how to change your life.

Title Loans Express Title Loans Express
Tacoma, 98408

Title Loans Express offers loans with great terms and has multiple locations for your convenience. We pride ourselves on our ability to offer the most “flexible” loan terms in the ...

Edward Jones-Financial Advisor: Cynthia Crest Edward Jones-Financial Advisor: Cynthia Crest
2915 N McCarver Suite 101
Tacoma, 98403

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

Corey Marchand NMLS #2133985 - Loan Officer Corey Marchand NMLS #2133985 - Loan Officer
2102 N Pearl Street Ste A-301
Tacoma, 98406

Motto Mortgage Pacific NMLS #1944338 www.nmlsconsumeraccess.com

Rachel Baker, Licensed Agent with New York Life Rachel Baker, Licensed Agent with New York Life
1201 Pacific Avenue Ste 1600
Tacoma, 98402

Agent licensed to sell insurance through New York Life Insurance Company.

Nathan Anderson, Financial Advisor with Northwestern Mutual Nathan Anderson, Financial Advisor with Northwestern Mutual
1201 Pacific Avenue Suite 500
Tacoma, 98402

Providing comprehensive financial planning for individuals and businesses using a unique approach

Batik Financial Batik Financial
10209 Bridgeport Way SW Ste D10
Tacoma, 98499

I am a financial planner in Tacoma area who specializes in working w/ school teachers / professionals

Brenda Leech - Sr. Loan Officer, NMLS #329499 - Caliber Home Loans Brenda Leech - Sr. Loan Officer, NMLS #329499 - Caliber Home Loans
6050 Tacoma Mall Boulevard Suite 2000
Tacoma, 98409

I pride myself on delivering superior and personalized customer service.