When Jeff and Melanie Meyer moved their Thrivent Financial office to Valencia in 2016, they wanted to take a different approach to Santa Clarita financial planning — one that matched the heart of this community.
“Santa Clarita is such a giving community, and we want to help people live as generously as they desire,” said Jeff and Melanie Meyer, a Santa Clarita financial planning team. “With customized financial planning, it’s completely possible to have enough for your family — and enough to share with the families of this community.”
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To help support a generous lifestyle, charitable giving is woven into the fabric of Thrivent Financial, as well as Jeff and Melanie Meyer’s Thrivent Office in Valencia.
“Thrivent Financial is a member-owned not-for-profit organization, which means we’re unique in the sense that we are exempt from federal taxes; instead, we’re able to use the money –which we’d otherwise pay in certain taxes – to support the communities you live in, the causes you care about and the churches you worship in,” explained Jeff and Melanie Meyer. “Then, our members decide where to donate their portion of charitable funds. Thrivent Financial also gives to local non-profits throughout the year.”
As part of their commitment to generous living, Jeff and Melanie Meyer’s Thrivent Office recently helped sponsor Family Promise of SCV’s Box City event, which raises awareness and funds for homeless families in the Santa Clarita Valley. Over the years, Jeff and Melanie Meyer have donated to the organization out of their own pockets, and as a whole, Thrivent Financial has nationally donated $79,123 to Family Promise since 2016. For many years, the organization has been close to their hearts.
“We all have that ability to pull ourselves up by our bootstraps, but some people don’t even have the bootstraps to begin with — we aren’t all given the same opportunities from day one,” Melanie Meyer said. “If we can give someone a hand up through charitable means, that may be the opportunity they need to get ahead and build a better life. That’s why we support Family Promise of SCV.”
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With a soft spot for homelessness, women, children and education, Melanie has always made the effort to support people who have fallen on some hard luck, Jeff says.
“Melanie has always done this kind of thing. She makes hygiene bags and delivers them to the local homeless,” he said. “We really like and support the mission of Family Promise because it aligns with our own values.”
Throughout the evening, guests enjoyed bands, activities, entertainment and free food for participants. Jeff Meyer even performed as part of The Grizwalds, a favorite local band, and Lucy, the up-and-coming puppy mascot of Thrivent Financial, greeted Thrivent members and community members alike. At the end of the night, participants slept overnight in a cardboard box “home,” as a resident of Box City.
Jeff and Melanie Meyer of Thrivent Financial also have sponsored Habitat for Humanity, Cocktails on the Roof for the WiSH Education Foundation, the St. Jude Walk/Run to End Childhood Cancer, VIA Bash and more, just this year.
“Generosity is built into the fabric of what we do,” said Jeff and Melanie Meyer.
Ed. Note: This article is a KHTS Community Spotlight based on a recent interview with Jeff and Melanie Meyer of Thrivent Financial.
About the Jeff and Melanie Meyer’s Thrivent Office
Jeff and Melanie Meyer of Thrivent Financial provide financial planning in Santa Clarita from their Valencia office. With customized Santa Clarita financial planning, Jeff Meyer and Melanie Meyer can help you live generously — so you have enough for your family and enough to support charitable giving in the Santa Clarita community. Wealth management is key to building the financial future you’re dreaming of, and Jeff and Melanie Meyer’s Thrivent Office offers the guidance you need for business planning, financial education, 401k planning, IRA planning, life insurance, retirement planning, retirement distribution, personal finance planning, investment advice and any other longterm financial planning you need. For all your Santa Clarita financial planning needs, contact Jeff and Melanie Meyer of Thrivent Financial to setup your consultation.
Jeff and Melanie Meyer of Thrivent Financial
25350 Magic Mountain Pkwy,
Valencia, CA 91355
(661) 799-0230
connect.thrivent.com/pathway-financial-group/
pathwayfinancialgroup@thrivent.com
Melanie A. Meyer, CFP® , CLU® Jeff Meyer, ChFC® , CLU®, Wealth Advisor CA Insurance ID 0B84871, CA Insurance ID 0B16206
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.For additional important information, visit Thrivent.com/disclosures. 1955829-112217
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