Our offices will be closed Wednesday December 25th, in observance of Christmas day. We will return to normal business hours on Thursday December 26th.
Have a happy holiday!
Starting December 23rd, our team will be working virtually. This allows our staff to spend more time with their families while remaining available to assist with client requests.
We will be reachable via phone and email during this time but will not be present in our office locations until the week of January 6th.
Please note:
- Our offices will be closed on December 24th, December 25th, and January 1st.
We wish everyone a joyful holiday season and look forward to continuing to serve you in the new year!
Looking for a meaningful way to give back this holiday season?
Serve 6.8 is a Christian nonprofit dedicated to mobilizing and connecting local churches to care for families and individuals in Northern Colorado. They work to provide support and share hope during challenging times, especially through programs like Adopt-a-Family Giving Tree.
We’re excited to host a Giving Tree at our Loveland office! Stop by, pick an ornament, purchase the gift listed, and return it to the tree to help make a family’s Christmas extra special this year.
Together, we can brighten the holidays for those in need!
#AdoptAFamily #Serve68 #HolidayGiving
No products will be sold. Serve 6.8 is not affiliated with or endorsed by Thrivent.
Our Q4 Newsletter is Here!
As the year winds down and the festive season begins, we’re thrilled to share our latest updates with you! This quarter's highlights include:
- An interview with Associate Danny Sonnenberg
- Recaps of the amazing events our team participated in recently
- Holiday gifting opportunities
- And so much more!
Wishing you a cozy and joyful winter season!
Check out PDW’s Newsletter here: https://www.thrivent.com/literature/pdw-newsletter.pdf
See thrivent.com/social for important disclosures.
Only one day left to donate! Support Serve 6.8 by bringing canned goods to our Loveland office by December 10. And don’t miss our open house on December 10, where we’ll count up donations, enjoy some snacks, and pack everything up. Come by and join in the fun!
Clint was featured in the U.S. News & World Report article "10 Ways to Sidestep Holiday Financial Stress," written by Maryalene LaPonsie. As one of the most widely read publications in the country, this article provides valuable insights on personal finance and holiday budgeting.
Key highlights from the article include:
- The pressure to maintain holiday traditions can often lead to overspending.
- It's important to set clear expectations with family, friends, and yourself regarding holiday spending.
- Creating a budget and a detailed shopping list can help curb impulse purchases.
- Exercise caution when considering financing options like Buy Now, Pay Later plans.
You can read the full article here: https://money.usnews.com/money/personal-finance/articles/ways-to-sidestep-holiday-financial-stress
See thrivent.com/social for important disclosures.
We are taking some time for internal business planning and our office holiday party. Our office hours will vary during these dates. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.
Our canned food drive is underway! From November 1 through December 10, bring your canned goods and non-perishable items to our Loveland office. On December 10, we’ll wrap it all up with an open house from 4–6 p.m. Snacks, office tours, and packing up donations await—hope to see you there!
Happy Thanksgiving!
Our offices will be closed Thursday November 28th and Friday November 29th, in observance of Thanksgiving and the day after Thanksgiving. We will return to normal business hours on Monday December 2nd.
Have a happy holiday!
Mark your calendars for December 10! 🎉 Join us for our open house from 4–6 p.m. to celebrate the final tally of our food drive for Serve 6.8. Come by for snacks, a tour of our new office, and a chance to help pack up the donations. We’re excited to see everyone!
Help us fill our donation boxes for Serve 6.8! 💙 Drop off canned and non-perishable goods at our Loveland office until December 10. And don’t forget to join us for our open house on the 10th from 4–6 p.m.!
We will be out of the office at a work conference from Monday November 18th - Wednesday November 20th. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.
On September 21st, Peyton, our Insurance Support Associate, joined her mom and grandma to volunteer at the Walk to End Alzheimer’s in Denver. Her mom and grandma have been dedicated volunteers for 31 years, and Peyton has been participating since she was about five years old.
The event attracted 3,508 participants, formed 527 teams, and raised nearly $969,173 for the cause.
To learn more about the Alzheimer’s Association, click here: https://act.alz.org/site/TR/Walk2024/CO-Colorado?pg=entry&fr_id=17491
We’re collecting canned goods and non-perishable items for Serve 6.8! 🥫 Drop off donations at our Loveland office anytime from November 1 through December 10. Let’s make a difference together!
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
In September, we successfully concluded our Quarter 3 business planning session, where we mapped out our plans for the remainder of the year and prepared for our office move. We also enjoyed some team bonding at Fort Fun and Odell Brewery.
It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.
https://www.thrivent.com/insights/financial-planning/make-the-most-out-of-your-empty-nest?email=
See thrivent.com/social for important disclosures.
🎃 Happy Halloween from Purpose Driven Wealth! 🎃
We’re thrilled to celebrate the spookiest day of the year with our amazing community! Whether you’re dressing up, trick-or-treating, or enjoying some sweet treats at home, we hope your day is filled with fun and a dash of fright! 🕸️👻
Tell us your plans (or costumes!) in the comments – we’d love to see how you’re celebrating. 🍬👻🕷️
Happy Haunting! 🎃 #HappyHalloween #SpookySeason #TrickOrTreat
In August, we sponsored two teams at the 11th Annual Finally Home golf tournament at the Harmony Club in Timnath, Colorado.
Finally Home is a non-profit whose mission is to equip foster, adoptive, and kinship families to build healthy homes where children and youth can heal. More than 1,500 families have benefited from their programs and products, which are designed to give caregivers the tools they need to help the whole family thrive.
We had a great time participating with some of our clients as well as raising money for a great local cause!