Financial News and Articles With Premier Financial Group, Financial Advisor in Monroe, WI

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Wishing you all the happiness of good friends, the joy of a happy family, and the wonder of the holiday season. Have a memorable thanksgiving! - from the Monroe Thrivent Team

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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To all the dads and dad-like figures in our lives—thank you. Happy Father’s Day!

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Today we honor those who have made the greatest sacrifice.

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To all the moms and mom-like figures in our lives—thank you. Happy Mother’s Day!

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May the miracle of Easter bring you peace and hope.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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The life and legacy of Dr. Martin Luther King Jr. is one of hope, inspiration and activation. How are you honoring his dream and making a difference in your community?

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Wishing you a very happy, healthy and prosperous New Year from the Monroe Thrivent Team! Take time to review the financial goals that you set for yourself this year. What goals did you achieve? Are there any that need to be reprioritized for next year?

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.