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.

Estate planning isn’t just for the wealthy—it’s for everyone.If you own a home, car, savings, investments or heirlooms, ...
06/02/2026

Estate planning isn’t just for the wealthy—it’s for everyone.

If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes.

Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42

👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

When you're in your 20s or 30s, estate planning might not be top of mind—but it should be.For younger adults, it’s less ...
06/01/2026

When you're in your 20s or 30s, estate planning might not be top of mind—but it should be.

For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf.

Learn more about the key documents that can help: https://bit.ly/42xHjda

“You will have great joy and gladness.” - Luke 1:14
05/31/2026

“You will have great joy and gladness.” - Luke 1:14

Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishe...
05/29/2026

Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes.

If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr

👉 If you have questions or need help updating your designations, don’t hesitate to reach out.

In a conversation with Bjorn Larson, Thrivent’s Director of Financial Education, author and financial expert Sahil Bloom...
05/25/2026

In a conversation with Bjorn Larson, Thrivent’s Director of Financial Education, author and financial expert Sahil Bloom shared an important reminder: more money doesn’t always lead to more fulfillment.​

When your money is connected to the life you want and the people you care about, it’s easier to feel confident about what “enough” looks like for you.​

Watch the full interview to discover more insights from Sahil about the connection between money, purpose and happiness: https://bit.ly/3RPjcE5

If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit...
05/25/2026

If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL

As a financial advisor at Thrivent, you’re at the forefront of the work we do. That’s why we invest in the tools, suppor...
05/24/2026

As a financial advisor at Thrivent, you’re at the forefront of the work we do. That’s why we invest in the tools, support and compensation you need to succeed. Whether it’s leading your own practice, joining a team of experienced professionals or serving clients as a virtual financial advisor, you can make a difference.

Explore a rewarding career opportunity ➡️ thriventcareers.com/4cG5OJh

“These things I have spoken to you, that my joy may be in you, and that your joy may be full.” - John 15:11
05/24/2026

“These things I have spoken to you, that my joy may be in you, and that your joy may be full.” - John 15:11

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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