News and Insights
Because when you trust us with your financial life, we take it personally.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#WhatToExpect #TruePathPlanning #LifePlanning #ClientCentered #FinancialJourney
No pressure. Just partnership.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#WhatToExpect #FinancialWisdom #TruePathPlanning #PurposefulLiving #FaithInFinance #FinancialConfidence
Let’s build confidence in your future, one step at a time.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#WhatToExpect #GoalsBasedPlanning #TruePathPlanning #FaithfulFinance #RetirementReady #PlanWithPurpose
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
For disclosure information, see thrivent.com/social.
Your life isn’t static—and your plan shouldn’t be either.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#WhatToExpect #TruePathPlanning #FinancialClarity #LifePlanning #PurposeDriven #FinancialAdvisor
#tipoftheday
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
Estate planning for blended families
Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
Waiting pays—if you can afford to. Let’s map it out together. 🗺️
#MoneyTipMonday #SocialSecurityStrategy #FinancialFreedom
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Since 2021, True Path Planning has been helping people navigate life with financial clarity and confidence. 🗓️
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#TruePathPlanning #PurposeDrivenFinance #LiveGenerously #FinancialGuidance #ThriventPartner
🚚✨ We’ve Moved! New Office, Same Mission. ✨🚚
We’re excited to share that True Path Planning has a new home! While our address has changed, our commitment to helping you navigate life’s financial journey remains as strong as ever.
📍 New Location: 8637 Fredericksburg Road, Suite 153, San Antonio, TX 78240
📅 We’re officially open at our new office starting today!
For disclosure information, see thrivent.com/social.
We look forward to welcoming you to our new space — where planning for your future feels even more at home.
Whether you’re building a legacy, saving for college, or preparing for retirement—we’re here with planning that’s practical, personal, and purpose-filled.
Let’s chart your unique course together. 🧭
#FamilyFinance #TruePathPlanning #LiveYourValues #FinancialConfidence
For disclosure information, see thrivent.com/social.
At True Path Planning, we don’t just plan for the easy parts—we help you navigate the messy middle, too. 💡
Whether you’re mapping out your next steps or rerouting after a detour, we’re here to help you move forward with confidence.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#FinancialResilience #TruePathPlanning #FaithAndFinance #RealLifePlanning
Empowering thoughtful, values-based financial decisions.
That’s been our mission since 2021 at True Path Planning.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
#TruePathPlanning #ValuesBasedPlanning #FinancialAdvisor #GenerosityInAction #Thrivent
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The right time depends on your health, income needs, longevity expectations & more.
Let’s create a personalized plan! 💬
📱(210) 477-8801
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
#SocialSecurity #RetirementPlanning #FinancialWellness #WealthWisdom
📍 Rooted in purpose.
📍 Driven by service.
📍 Focused on your unique path since 2021.
Let’s discover your true path, together.
https://bit.ly/3QBN03j
https://bit.ly/4kkIgN0
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#TruePathPlanning #PurposeDrivenFinance #LiveGenerously #FinancialGuidance #ThriventPartner
🎯 5 Years from Retirement? It’s time to focus on:
🔹 Income needs
🔹 Health care costs
🔹 Social Security timing
🔹 Tax-efficient withdrawals
#PreRetirement #IncomeStrategy #RetirementReady
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Supplemental disability insurance: What it is and when you need it
Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.