True Path Planning - Thrivent

True Path Planning - Thrivent At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

Quick question: When was the last time you reviewed your beneficiaries?Life changes fast—your forms should keep up.Take ...
06/17/2026

Quick question: When was the last time you reviewed your beneficiaries?
Life changes fast—your forms should keep up.
Take a quick look if you've recently experienced:
💍 Marriage
👶 A new child or grandchild
🏠 A move
💔 Divorce
👨‍👩‍👧‍👦 Family changes
A five-minute review today can help ensure your wishes are carried out tomorrow.

Summer brings big milestones—new jobs, new homes, new families. 🎉Whether you're celebrating a graduation, wedding, caree...
06/15/2026

Summer brings big milestones—new jobs, new homes, new families. 🎉
Whether you're celebrating a graduation, wedding, career move, or relocation, it's a great time to make sure your financial plan keeps pace with life's changes.
Take a few minutes to review:
✔️ Insurance coverage
✔️ Beneficiary designations
✔️ Emergency contacts
✔️ Retirement contributions
Big milestones deserve thoughtful planning.

This Flag Day and National Children's Day, consider creating memories that inspire learning and curiosity. A visit to a ...
06/14/2026

This Flag Day and National Children's Day, consider creating memories that inspire learning and curiosity.
A visit to a museum can be a fun way to explore history, culture, science, and the stories that shape our communities.
What's your favorite museum to visit with family?

It's National Movie Night! 🍿🎬Spend some time with family, friends or community while enjoying a movie! We want to know…W...
06/12/2026

It's National Movie Night! 🍿🎬
Spend some time with family, friends or community while enjoying a movie!
We want to know…What's your favorite movie of all time? Tell us below! 👇

When was the last time you checked your numbers?A mid-year review can help answer some important questions:📈 Projected R...
06/10/2026

When was the last time you checked your numbers?
A mid-year review can help answer some important questions:
📈 Projected Retirement Income
How many sources will your retirement "paycheck" come from?
💰 Savings Rate & Account Growth
Are you trending where you expected to be?
📅 Retirement Timeline
Is your target retirement year still realistic given today's numbers?
A few small adjustments now can make a meaningful difference later.

Your mortgage doesn't stop if your paycheck does.For many families, their ability to earn an income is their greatest fi...
06/08/2026

Your mortgage doesn't stop if your paycheck does.
For many families, their ability to earn an income is their greatest financial asset. Disability income insurance can help provide financial support if an illness or injury prevents you from working.
Think of it as protection for:
🏡 Your home
💡 Your monthly bills
👨‍👩‍👧‍👦 Your family's lifestyle
🎯 Your long-term goals
Want a quick readiness checklist? Let's talk.
📅 Schedule here:
https://bit.ly/3RMtCEP

See thrivent.com/social for important disclosure information.

A little kindness can make a big difference. 💙On World Caring Day, we're reminded that caring for others is one of the m...
06/07/2026

A little kindness can make a big difference. 💙
On World Caring Day, we're reminded that caring for others is one of the most meaningful investments we can make.
Whether it's volunteering, checking in on a neighbor, supporting a local nonprofit, or simply offering encouragement, every act of care helps strengthen our community.
How will you show kindness today?

Put down the screens and head outside! 🌳☀️Today is National Play Outside Day, a reminder that some of life's best moment...
06/06/2026

Put down the screens and head outside! 🌳☀️
Today is National Play Outside Day, a reminder that some of life's best moments happen beyond four walls.
Whether it's a family walk, backyard game, bike ride, or trip to a local park, spending time outdoors is a great way to recharge and reconnect.
How are you getting outside today?

When people think about long-term care, many picture nursing homes.The reality? Most long-term care begins at home.Your ...
06/05/2026

When people think about long-term care, many picture nursing homes.
The reality? Most long-term care begins at home.
Your retirement income plan should prepare for more than retirement expenses—it should also consider potential health care needs and how those costs could impact your family and finances.
Planning ahead can help provide:
✔️ More choices
✔️ Greater flexibility
✔️ Less stress on loved ones
Want a quick readiness checklist? We'd be happy to help.
📅 Connect with us:
https://bit.ly/4o8G0Lr

Home is more than a place—it's a plan. 🏡Whether you're thinking about buying your first home, upgrading to fit your fami...
06/03/2026

Home is more than a place—it's a plan. 🏡
Whether you're thinking about buying your first home, upgrading to fit your family's needs, or preparing to sell, a strong financial foundation can help you move forward with confidence.
As you think about homeownership, don't forget the protections that help support your goals:
✔️ Disability income insurance
✔️ Long-term care planning
✔️ Life insurance
✔️ Emergency savings
The right plan can help protect both your home and the people who live in it.
Want a quick readiness checklist? We'd love to help.
📅 Schedule a conversation:
https://bit.ly/4vsiN9k

See thrivent.com/social for important disclosure information.

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8637 Fredericksburg Road, Ste 153
San Antonio, TX
78240

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