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Live your Legacy.

When can I retire? Do I have enough? When should I take social security? How will taxes work in retirement? How do I efficiently pass on wealth to my kids and/or church and charities? At Passage Wealth, we help answer these questions and have you on your way retiring with clarity and confidence. Start Today: (260) 639-6300

We believe we are called to a higher purpose in working with our clients and embrace the work God has prepared for us.

  • Proverbs 16:3 – Commit to the Lord whatever you do, and he will establish your plans.
  • Ephesians 2:10 – For we are God’s handiwork, created in Christ Jesus to do good works, which God prepared in advance for us to do.
  • Jeremiah 29:11 – For I know the plans I have for you, declares the Lord.

Our actions and the way we treat clients result in drawing clients to Passage Wealth that exhibit the following characteristics:

  • We have a relationship beyond financial advice – a personal relationship. Clients seek our opinion for making decisions – sometimes beyond financial decisions, we interact with them regularly.
  • They are engaged with us in the process, they provide information in a timely manner, they show evidence they implement/take our advice.
  • Faith/Generosity is a big part of their life, It drives their decision making, Charitable giving is a priority.

Advising with Purpose.

We advise through comprehensive and integrated advice and solutions:

Our Guidance, Your Legacy.

Our mission is to provide financial guidance and advice that enables you to live your legacy with clarity and confidence. We believe a legacy is not just what’s left behind at the end of your life. It’s how you live each day.

We do this by offering a wide range of personalized wealth management services and support.

  • Retirement Planning
  • Retirement Income Planning
  • Investment Management
  • Charitable Giving Strategies
  • Risk Management Exploration
  • Tax strategies
  • Wealth Transfer

Start your retirement journey by taking these 5 steps now.

Learn More

Ready to build a plan that reflects your beliefs?

It’s never too soon to start thinking about your financial goals. Contact us to set up a one-on-one consultation.

Contact

Connect

Office: 260-639-6300

Location

14812 First St.

Hoagland, IN 46745

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© 2023 Passage Wealth, All Rights Reserved

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Passage Wealth and Thrivent Advisor Network, LLC are not affiliated companies.

To access a copy of the TAN Form CRS please visit: https://www.thriventadvisornetwork.com/tan-form-crs-3-2023-pdf

Securities offered through PUrshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquarted at 80 State Street, Albany, NY 12207. PKS and Passage Wealth are not affiliated companies.

For all disclosures please visit: https://www.passage-wealth.com/disclosures/