Faith-Based Financial Planning

At Passage Wealth, our faith inspires everything we do. Many of our clients choose us because we provide financial advice with a Kingdom perspective and a servant’s heart. We’ll help you leave a legacy and make financial choices that reflect your values.

Farmers and Agribusiness Professionals

For a farmer, property and assets aren’t just figures on paper—they can be family heirlooms or your life’s passion.  That’s where we can help farmers navigate the complexities of succession planning – giving your family a living legacy with the strength to last for generations.  Or, just moving on to the next stage of your life.

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Athletic Coaches

Athletic coaches are often judged by the legacy they leave on the court or field. At Passage Wealth, we believe it’s about gaining clarity on what you want your legacy to be personally that ultimately gives your life meaning and purpose. It’s about helping you put your money to work for you and your family. Our team has the personal and professional experience to understand coaches’ unique needs and help them navigate the transitions and uncertainty that comes with the profession.

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“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”

Jeremiah 29:11

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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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/