Insights
Time to connect! https://connect.thrivent.com/crossroad-financial-associates
See thrivent.com/social for additional disclosures.
More purpose. More possibilities. More of what makes life meaningful.
Let’s make the most of what you’ve been given.
For disclosure information, see thrivent.com/social.
#FinancialPlanning #PurposeDriven #WealthManagement
We help clients think through the transition from earning a paycheck to creating income they can rely on.
For additional disclosure, see thrivent.com/social
At Crossroad Financial Associates, we are a team of financial professionals passionate about helping clients plan with confidence.
For disclosure information, see thrivent.com/social.
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.
Friendly reminder to direct your Thrivent Choice® Dollars ❤️
https://www.thrivent.com/about-us/membership/thrivent-choice
For disclosure information, see thrivent.com/social.
WHAT IF THE UNEXPECTED HAPPENS?
You can’t predict every twist life throws your way. But you can have a plan for it.
Join us for an educational conversation designed to help you protect what you’ve built and prepare for the people you care about most.
We’ll cover:
📋 Estate planning essentials
💰 Wills, beneficiaries & probate
📈 SECURE Act 2.0 & retirement accounts
🏡 Estate taxes & gifting
🩺 Long-term care costs & options
❤️ Charitable giving & QCDs
🛡️ Life insurance & financial protection
Bring your adult children or beneficiaries. The best time to have these conversations is before you need them.
🎤 Special Guest: Eric W. Bilger, FIC, Financial Advisor, Thrivent
Come with questions. Leave with a better understanding of what comes next.
#EstatePlanning #RetirementPlanning #LegacyPlanning #FinancialPlanning
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures.
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#Throwback
OUR WORK DOESN’T END WHEN THE OFFICE LIGHTS GO OFF.
We believe financial guidance is just one way to serve.
We also build, teach, volunteer and organize—supporting Habitat for Humanity, creating educational opportunities, participating in community projects and leading Thrivent Action Teams.
Because helping others isn’t a side project. It’s part of the plan.
For disclosure information, see thrivent.com/social
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.
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
Free financial coaching that’s actually free.
https://bit.ly/4AHV2xB
For disclosure information, see thrivent.com/social.
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.
How much of that came from you? 🍂
For disclosure information, see thrivent.com/social.
#funfact
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.
Make sure you direct yours!
https://www.thrivent.com/about-us/membership/thrivent-choice
For disclosure information, see thrivent.com/social.