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Empowering thoughtful, values-based financial decisions.
That’s been our mission since 2021 at True Path Planning.
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#TruePathPlanning #ValuesBasedPlanning #FinancialAdvisor #GenerosityInAction #Thrivent
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The right time depends on your health, income needs, longevity expectations & more.
Let’s create a personalized plan! 💬
📱(210) 477-8801
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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.
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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.
Protect your most valuable asset: your ability to earn.
#IncomeProtection #FinancialSecurity #DisabilityInsurance
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time.
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Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met.
Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g
Tax diversification = more control over your future income and tax brackets.
#TaxStrategy #RetirementPlanning #SmartInvesting
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Financial confidence isn’t just for individuals — it’s a growth tool for businesses, too.
Let’s build your roadmap together!
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Are you looking for a relationship that provides ongoing financial advice in your best interest? We can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact us to get started.
📱(210) 477-8801
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#FinancialPlanning
Join us in our mission to empower young people to take control of their economic future by providing practical knowledge and skills.
Junior Achievement programs equip students with essential skills in financial literacy, work readiness, and entrepreneurship, helping them own their economic success.
Your donation directly impacts curriculum development, volunteer recruitment, special events, and student-focused initiatives, making a real difference in the lives of young people.
*For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $1,000. Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.
In Support Of: Junior Achievement of South Texas
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Thrivent is not affiliated or doesn't endorse Junior Achievement of South Texas.
May is the perfect time to pause and see if your financial goals are on track. We can help you adjust course before the second half of the year flies by.
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Together, we can align your financial decisions with your values.💙
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Divorce Is Emotional — Your Finances Shouldn’t Be.
📱(210) 477-8801
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Thinking about creating a giving plan? Let's connect!
📱(210) 477-8801
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#finance #livegenerously
Guided by your goals and values, we'll use our industry experience to help you plan for a more confident financial future.
📱 (210) 477-8801
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family