Purpose Driven Wealth - Thrivent

Purpose Driven Wealth - Thrivent Helping you find provision, contentment and enjoyment with money.

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.

Happy Labor Day! 🛠️Today we recognize the hard work and dedication that strengthen our communities.
09/07/2026

Happy Labor Day! 🛠️

Today we recognize the hard work and dedication that strengthen our communities.

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your visi...
09/04/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

See thrivent.com/social for important disclosures.

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about...
09/04/2026

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.

See thrivent.com/social for important disclosures.

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy...
09/02/2026

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

https://bit.ly/4x84ur0

See thrivent.com/social for important disclosures.

Purpose Driven Wealth is supporting Serve 6:8 as they join the response to the wildfires near Pueblo. With 3 major fires...
08/28/2026

Purpose Driven Wealth is supporting Serve 6:8 as they join the response to the wildfires near Pueblo. With 3 major fires burning across Colorado—many families are facing urgent and unexpected needs. Your support will help provide relief to those impacted by these devastating fires.

Our team will be joining Serve 6:8 on August 29th, from 9 am - 1 pm in preparing relief kits for families impacted by these wildfires. We're looking forward to working with all of you to support our community in need.

https://bit.ly/4zGRv1M

Learn more about Serve 6:8 by visiting their website at www.serve68.org

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financi...
08/27/2026

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️

https://bit.ly/4cIWOUA

See thrivent.com/social for important disclosures.

Catch up with the Purpose Driven Wealth team for our events in the last quarter and our plans to connect in the next few...
08/24/2026

Catch up with the Purpose Driven Wealth team for our events in the last quarter and our plans to connect in the next few months. You can read our full newsletter on our website at the link below.

https://bit.ly/4zz4GBV

See thrivent.com/social for important disclosures.

Sending the happiest birthday wishes to Jesse Doke! 🎂🎁Jesse, your dedication and positive attitude make a difference eve...
08/18/2026

Sending the happiest birthday wishes to Jesse Doke! 🎂🎁

Jesse, your dedication and positive attitude make a difference every day. Wishing you a year filled with success, laughter, and great memories. Happy Birthday! 🥳

Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.Major life changes may s...
08/17/2026

Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.

Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.

Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

See thrivent.com/social for important disclosures.

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern W...
08/14/2026

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team, we help our clients achieve confidence, clarity, trust, and contentment by increasing their understanding, discovering their goals, designing a plan, delivering solutions, and sustaining progress. Said differently, we are passionate about our client’s success and are looking to find a marketing specialist who shares our enthusiasm.

The Marketing Specialist role is an energizing role that thrives on adaptability, collaboration, and strong interpersonal skills, as you’ll work closely with the team on events, marketing efforts, social media strategies, referral generating initiatives, business planning sessions, and more. The Office Professional reports to and is employed by Purpose Driven Wealth.

For more details, see our job listing: https://bit.ly/4ib6bjn

See thrivent.com/social for important disclosures.

Address

4184 St. Cloud Drive, Ste. 204
Loveland, CO
80538

Telephone

+19703307411

Website

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