Catalyst Wealth Group - Thrivent

Catalyst Wealth Group - Thrivent Catalyst Wealth Group is here to serve you wherever you are!

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.

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular ...
09/06/2026

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable whe...
09/05/2026

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​

Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️

When you have children or other dependents, the protection offered by life insurance can become a financial necessity. But that doesn't mean you have to put off buying a contract until you start a family. Purchasing coverage as a young adult can have a number of advantages regardless of whether you....

As your career grows and life becomes more complex, your financial plan should focus on more than just saving and invest...
09/05/2026

As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.

Learn more here: https://bit.ly/45coYDA

If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.

Use your sales skills to help clients meet their financial goals while building a career where you can reach your own. T...
09/04/2026

Use your sales skills to help clients meet their financial goals while building a career where you can reach your own. Thrivent offers the resources, support and advisor-centric ecosystem you need to grow.

Learn more about our financial advisor career opportunities: thriventcareers.com/4tCQncm

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has...
09/04/2026

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​

Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

Cash value life insurance is permanent life insurance with both a death benefit and cash value that can grow over time. You can tap into this cash value to fund financial goals like retirement, college expenses or buying a home.

Taxes play a big role in how far your money can go in retirement.Whether you’re early in your savings journey or approac...
09/03/2026

Taxes play a big role in how far your money can go in retirement.

Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.

Read more: https://bit.ly/3MybMCS

Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelon...
09/03/2026

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value accumulation. Learn how term-to-permanent life insurance conversions work, the benefits of making the switch and other factors to consider.

A new baby can change your everything (including your finances).​Let’s review your life insurance coverage to help make ...
09/02/2026

A new baby can change your everything (including your finances).​

Let’s review your life insurance coverage to help make sure your growing family is protected.​

See thrivent.com/social for important disclosures.

Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or goin...
09/02/2026

Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.

The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0

If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.

See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Another successful "W**e to Water" filter building event! Our Fort Myers Advisor, Brandon, spent time at Gateway Trinity...
08/31/2026

Another successful "W**e to Water" filter building event! Our Fort Myers Advisor, Brandon, spent time at Gateway Trinity Lutheran Church on Sunday and helped in guiding them to build 100 of the needed water filters that will be sent to Venezuela! Thanks Team Catalyst Wealth Group!

Address

8270 College Parkway Suite 104
Fort Myers, FL
33919

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18889655755

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