News and Insights
The joy and excitement of the season are upon us! Merry Christmas from our Covenant Financial Group Family to yours!
Our team got together to celebrate another great year with a Christmas party at Hillsboro Brewing Company. This year has certainly had its ups and downs, and it was nice to have some time to reflect on our year together. Through it all, we are so blessed to have the team that we do. May your Christmas season be one of joy, health, peace and love.
Joel Groskreutz, as a recently certified Exit Planning Advisor (CEPA), is now equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business but will also advise you on personal financial matters.
See thrivent.com/social for important disclosure information
Our Pumpkin Succulent Centerpiece Event was a great success! A big thank you to everyone who came and to Flowerbuds Floral for being great instructors.
Pumpkin Succulent Centerpiece Event
We invite you to join us for a fun-filled afternoon of crafting your own pumpkin succulent centerpiece at Flowerbuds Floral. Event is sponsored by Covenant Financial Group. Please use the link below to register. Spots are limited, first come first serve. All info is listed in the registration link below. We hope to see you there! https://www.eventbrite.com/e/pumpkin-succulent-centerpiece-event-tickets-1076614164949 *No products will be sold.
Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given.
See thrivent.com/social for important disclosures.
As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
We are very pleased to introduce our newest Financial Advisor and team member, Huey Griep. Huey has been a wonderful addition to our team, and we'd like to take the time to allow him to introduce himself. He's very excited to meet all of you, our wonderful clients!
Howdy, my name is Huey, and I currently reside in Baraboo where I'm raising two wonderful children with my beloved wife, Birgita! We love gathering fresh eggs from our chickens and bringing people together as our favorite past time - Hosting! My family and I love being outdoors and traveling.
I love to serve our community and am thrilled to partner with such a wonderful team here at Thrivent and Covenant Financial Group in helping others live a generous life. I am so grateful to our Lord Jesus Christ, my loving/supportive wife, Covenant Financial Group and our community as this exciting journey has kicked off.
Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further.
See thrivent.com/social for important disclosures.
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.
Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4
See thrivent.com/social for important disclosures.
There are several options for giving wealth beyond the cash in your bank account to amplify your impact and create the change that matters most to you—including giving noncash assets. These range from public or private stock, real estate, life insurance and more.
Want to explore options for giving beyond the cash in your bank account? Let’s connect!
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
Thank you to everyone that stopped by last week for our Open House. The weather was perfect, and we enjoyed introducing you to some of our new team members.
Please join us in wishing Brooke, Marketing Coordinator here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Brooke as a part of our team. Happy Birthday, Brooke!