It serves individuals who must manage their own savings and create reliable retirement income, offering guidance for three stages of financial freedom: financial stability, wealth accumulation, and financial independence. The brand’s financial professionals provide planning strategies intended to support both wealth growth and income throughout life.

Its services include financial planning bundles, fund and investment management, and 401(k) management with support from professionals holding the Certified Fund Specialist® designation. Clients can also use a Personal Financial Website to organize accounts, monitor investments and spending, and track goals. Free resources include a financial website, a Student Loan Controller to help users address education debt, and a Social Security Analyzer for comparing benefit-claiming strategies. thrive alike also shares investment and retirement insights through educational resources and a newsletter, and invites prospective clients to schedule a free consultation.