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Insights

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At Compass Financial Group, our work goes beyond the office—it’s about relationships, community, and purpose. In this newsletter, we’re excited to share recent highlights, upcoming events, and ways we’re partnering with clients to make a meaningful impact together. Check out our Quarterly Newsletter Here: https://www.thrivent.com/literature/compassfinancialgroupnewsletter.pdf

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At Compass Financial Group, our work goes beyond the office—it’s about relationships, community, and purpose. In this newsletter, we’re excited to share recent highlights, upcoming events, and ways we’re partnering with clients to make a meaningful impact together. Check out our Quarterly Newsletter Here: https://www.thrivent.com/literature/compassfinancialgroupnewsletter.pdf

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Giving back to our community is at the heart of what we do. We had a great time sponsoring Hole #9 and entering a team in the "Birdies for Babies" Trotter House Golf Tournament last week. Supporting local nonprofits through sponsorships and events is one way we get to give back and help make a positive impact—thankful to be involved and support such great causes! Check out the Trotter House here: https://trotterhouselindale.com/

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Giving back to our community is at the heart of what we do. We had a great time sponsoring Hole #9 and entering a team in the "Birdies for Babies" Trotter House Golf Tournament last week. Supporting local nonprofits through sponsorships and events is one way we get to give back and help make a positive impact—thankful to be involved and support such great causes! Check out the Trotter House here: https://trotterhouselindale.com/

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Great time at our Retirement Watch Party last week! 🎉 Thank you to everyone who joined us—we enjoyed spending the evening together and appreciate you being there. Be sure to follow us on Facebook or check out our events page on our website for more opportunities like this!

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Great time at our Retirement Watch Party last week! 🎉 Thank you to everyone who joined us—we enjoyed spending the evening together and appreciate you being there. Be sure to follow us on Facebook or check out our events page on our website for more opportunities like this!

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

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Join Steve Emmons and Perry Flowers of Compass Financial Group for dinner and a brief presentation. The video presentation will feature David Blanchett and Michael Finke as they discuss a guide to reimagining retirement—focusing on how to grow and protect your wealth for the years ahead. They will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax‑efficient withdrawals. As always, we greatly appreciate the opportunity to meet your friends and family. You're welcome to bring a guest who you feel may benefit from meeting us. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For more information visit Thrivent.com/social. 8562564.1

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Join Steve Emmons and Perry Flowers of Compass Financial Group for dinner and a brief presentation. The video presentation will feature David Blanchett and Michael Finke as they discuss a guide to reimagining retirement—focusing on how to grow and protect your wealth for the years ahead. They will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax‑efficient withdrawals. As always, we greatly appreciate the opportunity to meet your friends and family. You're welcome to bring a guest who you feel may benefit from meeting us. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For more information visit Thrivent.com/social. 8562564.1

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Compass Financial Group is proud to congratulate one of our Financial Advisors, Steve Emmons, on being named a 2025 Thrivent Charitable Voices in Philanthropy (VIP) award recipient. This honor recognizes top advisors who facilitated $100,000 or more in current or deferred charitable gifts in the past year. Steve’s dedication helps our clients make a meaningful and lasting impact on the people, causes, and communities they care about. Congratulations, Steve!

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Compass Financial Group is proud to congratulate one of our Financial Advisors, Steve Emmons, on being named a 2025 Thrivent Charitable Voices in Philanthropy (VIP) award recipient. This honor recognizes top advisors who facilitated $100,000 or more in current or deferred charitable gifts in the past year. Steve’s dedication helps our clients make a meaningful and lasting impact on the people, causes, and communities they care about. Congratulations, Steve!

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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Finances + Generosity | Thrivent

Even though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?

Thrivent can help you plan your finances for the people, causes and communites you love.

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Imagine Together: Movie & Generosity Event 2026 Steve Emmons & Perry Flowers invite you and your family to a special event that combines entertainment and the spirit of giving back. Join us to view the heartfelt true story, "I Can Only Imagine 2." An inspiring story of faith, family, and finding hope through life's hardest battles. Complimentary movie ticket, popcorn, and drink. We encourage you to bring items listed below to benefit the Trotter House Pregnancy Center & utilize your Thrivent Action Team Funds. Items needed: - Maternity clothes & essentials - Books, journals, & devotionals - Teas & hydration kits - New mom care kits As always, we greatly appreciate the opportunity to meet your family and friends. You're welcome to bring a guest who you feel may benefit from meeting us. Sunday, February 22nd Doors open at 3pm, Showtime at 3:30pm Studio Movie Grill 8954 S. Broadway Ave. Tyler, TX 75703 Please RSVP to Claire by February 20th by calling 903-939-8711 or emailing claire.dupuis@thrivent.com. Spots are limited! No products will be sold. See thrivent.com/social for important disclosure information.

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Imagine Together: Movie & Generosity Event 2026 Steve Emmons & Perry Flowers invite you and your family to a special event that combines entertainment and the spirit of giving back. Join us to view the heartfelt true story, "I Can Only Imagine 2." An inspiring story of faith, family, and finding hope through life's hardest battles. Complimentary movie ticket, popcorn, and drink. We encourage you to bring items listed below to benefit the Trotter House Pregnancy Center & utilize your Thrivent Action Team Funds. Items needed: - Maternity clothes & essentials - Books, journals, & devotionals - Teas & hydration kits - New mom care kits As always, we greatly appreciate the opportunity to meet your family and friends. You're welcome to bring a guest who you feel may benefit from meeting us. Sunday, February 22nd Doors open at 3pm, Showtime at 3:30pm Studio Movie Grill 8954 S. Broadway Ave. Tyler, TX 75703 Please RSVP to Claire by February 20th by calling 903-939-8711 or emailing claire.dupuis@thrivent.com. Spots are limited! No products will be sold. See thrivent.com/social for important disclosure information.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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