At Crossroad Financial Associates, we put ours to work through:
🤝 Community service
🏠 Habitat for Humanity projects
📚 Small-group & online education
💙 Thrivent Action Teams
Different ways to serve. One goal: make a positive impact where we can.
For disclosure information, see thrivent.com/social.
#CommunityMatters #LiveGenerously #CrossroadFinancialAssociates
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Take a look at some upcoming events!
https://www.thrivent.com/member-network/northeast/events
For disclosure information, see thrivent.com/social. No products will be sold.
Because a good financial plan isn’t just about what you have.
It’s about what you want your life to look like.
For disclosure information, see thrivent.com/social.
#FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Good tax planning connects the dots.
#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
You’ve worked hard for your future. Let’s create a plan that helps you enjoy it. 🚀
See thrivent.com/social for additional disclosures.
#RetirementPlanning #RetireWithConfidence #FinancialFreedom #IncomePlanning #RetirementStrategy #FinancialAdvisor #FutureFocused #FinancialWellness
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Your financial plan should reflect more than your income and investment accounts.
Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.
It’s not about separating faith from finances.
It’s about putting your values on the table.
For disclosure information, see thrivent.com/social
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
At Crossroad Financial Associates, we help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy.
The goal isn’t just to have a plan.
It’s to understand how the pieces work together—and what your decisions could mean for the road ahead.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax profession
#CrossroadFinancialAssociates #RetirementPlanning #FinancialBlueprint #RetirementConfidence #HolisticPlanning
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
You don't need to do it alone. We're here to help!
https://connect.thrivent.com/crossroad-financial-associates
For disclosure information, see thrivent.com/social
At Crossroad Financial Associates, we help you prepare for the financial side of that next chapter—before retirement and throughout it.
Because your retirement plan should be built around your life, not someone else’s checklist.
For disclosure information, see thrivent.com/social
#CrossroadFinancialAssociates #RetirementPlanning #RetirementGoals #FinancialConfidence
Before 2026 is over, challenge yourself to lead a Thrivent Action Team.
Gather some people. Pick a cause. Get to work. Make an impact.
It doesn’t have to be complicated. It just has to start with someone willing to say:
“I can help.”
So…are you in? 👇
https://www.thrivent.com/about-us/membership/thrivent-action-teams
For disclosure information, see thrivent.com/social.
#LiveGenerously #CommunityImpact #MakeADifference
Connect with our team of professionals.
https://connect.thrivent.com/crossroad-financial-associates
See thrivent.com/social for additional disclosures.
Not with charts. Not with products. Not with a sales pitch.
They start with your story—your family, your priorities, your concerns, and the life you're trying to build.
The numbers matter. But they only matter because of the people behind them.
For disclosure information, see thrivent.com/social
#FinancialPlanning #WomenAndWealth #RelationshipsMatter
