Insights

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Backpack Buddies Food DriveDuring the month of October, please stop by either of our locations to help us stock the shelves for the Backpack Buddies program. The Backpack Buddies program identifies children in need and provides them with simple food items each week. Items needed:Canned pasta and soups with the tab top to openRamen noodlesPopcornTuna fish packetsCrackersCereal cups or the single-serve boxesOatmealPop-Tarts®Granola barsPudding cupsFruit cupsMeat sticksItems may be dropped off at either of our office locations M-F, 9am - 5pm If after hours, please leave in a tied plastic bag by the door. Monroe765 10th Avenue Court, Monroe WI 53566Janesville1 Parker Place, Suite 103, Janesville, WI. 53545No Products Will Be Sold
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Do you know the five phases of your retirement?Your tax-deferred savings could lead to big tax bills.Attend this event if you’re about to shift from saving andinvesting to spending your money in retirement – and payingtaxes on it. It takes planning to grow, spend and give more ofyour wealth. At Five Phases of an IRA you will discoverstrategies for reducing the taxes you and your heirs couldpay.Tuesday, September 22nd, 20266:00 p.m. - 7:00 p.m.Rock County Brewing10 N Parker Drive Ste 160Janesville, WITuesday, September 29th, 20266:00 p.m. - 7:00 p.m.Monroe Golf Club2205 21st StreetMonroe, WIReserve a spot for you and a friend today.Please call Paula Meyer at (608) 325- 8100 or email premierfinancialgroup@thrivent.com by September 18th, 2026 Refreshments will be served.
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Do you know the five phases of your retirement?Your tax-deferred savings could lead to big tax bills.Attend this event if you’re about to shift from saving andinvesting to spending your money in retirement – and payingtaxes on it. It takes planning to grow, spend and give more ofyour wealth. At Five Phases of an IRA you will discoverstrategies for reducing the taxes you and your heirs couldpay.Tuesday, September 22nd, 20266:00 p.m. - 7:00 p.m.Rock County Brewing10 N Parker Drive Ste 160Janesville, WITuesday, September 29th, 20266:00 p.m. - 7:00 p.m.Monroe Golf Club2205 21st StreetMonroe, WIReserve a spot for you and a friend today.Please call Paula Meyer at (608) 325- 8100 or email premierfinancialgroup@thrivent.com by September 18th, 2026 Refreshments will be served.
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Do you know the five phases of your retirement?Your tax-deferred savings could lead to big tax bills.Attend this event if you’re about to shift from saving andinvesting to spending your money in retirement – and payingtaxes on it. It takes planning to grow, spend and give more ofyour wealth. At Five Phases of an IRA you will discoverstrategies for reducing the taxes you and your heirs couldpay.Tuesday, September 22nd, 20266:00 p.m. - 7:00 p.m.Rock County Brewing10 N Parker Drive Ste 160Janesville, WITuesday, September 29th, 20266:00 p.m. - 7:00 p.m.Monroe Golf Club2205 21st StreetMonroe, WIReserve a spot for you and a friend today.Please call Paula Meyer at (608) 325- 8100 or email premierfinancialgroup@thrivent.com by September 18th, 2026 Refreshments will be served.
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Do you know the five phases of your retirement?Your tax-deferred savings could lead to big tax bills.Attend this event if you’re about to shift from saving andinvesting to spending your money in retirement – and payingtaxes on it. It takes planning to grow, spend and give more ofyour wealth. At Five Phases of an IRA you will discoverstrategies for reducing the taxes you and your heirs couldpay.Tuesday, September 22nd, 20266:00 p.m. - 7:00 p.m.Rock County Brewing10 N Parker Drive Ste 160Janesville, WITuesday, September 29th, 20266:00 p.m. - 7:00 p.m.Monroe Golf Club2205 21st StreetMonroe, WIReserve a spot for you and a friend today.Please call Paula Meyer at (608) 325- 8100 or email premierfinancialgroup@thrivent.com by September 18th, 2026 Refreshments will be served.
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🛒 Feeding hungry kids all summer long?Grocery costs can add up quickly when school's out. Check out these practical tips for stretching your grocery budget:https://simply-well-balanced.com/save-money-on-summer-groceries/👇 What's your favorite money-saving grocery tip?#SummerSavings #GroceryBudget #FamilyFinances #PremierFinancialGroup #MoneySmartSee thrivent.com/social for disclosures
Budgeting & financial tips for new college grads
Budgeting & financial tips for new college grads🎓 Congratulations, Graduates!Whether you're starting your first job, continuing your education, or exploring what's next, now is a great time to build healthy financial habits.Check out these helpful financial tips for new college grads:https://www.thrivent.com/insights/budgeting-saving/budgeting-financial-tips-for-new-college-gradsSee thrivent.com/social for disclosures
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💗 National Cancer Survivor’s Day Spotlight: Meet CalistaCalista’s story is one of courage, resilience, and compassion.After becoming a nurse in 2008, Calista dedicated her life to caring for others. She later stepped away to welcome her daughter Ellie, and through it all, faced two battles with breast cancer and underwent a double mastectomy.But Calista never stopped fighting.Today, she’s back doing what she loves—serving patients with strength, empathy, and a perspective that allows her to connect deeply with those she cares for.Calista, thank you for your courage, your heart, and your unwavering dedication to helping others. Your story is inspiring, and we’re honored to serve YOU. 💕👇 Help us celebrate and encourage cancer survivors everywhere today.#CancerSurvivorsDay #StrengthAndHope #CommunitySupport #PremierFinancialGroup #InspirationalStoriesSee thrivent.com/social for disclosures
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🌴 Retirement today is about more than reaching a number.It’s about creating a future filled with purpose, passion, confidence, and the freedom to enjoy what matters most to you.This article shares a fresh perspective on retirement planning and how thoughtful preparation can help support the life you envision: https://www.thrivent.com/insights/magazine/spring-2026/redefining-retirement-planning-for-purpose-passion-financial-confidence👇 What’s one thing you hope retirement gives you more of—time, travel, family, purpose, or something else?#RetirementPlanning #FinancialConfidence #FutureGoals #PremierFinancialGroup #PurposeDrivenRetirementSee thrivent.com/social for disclosures
9 life events to discuss with your financial advisor
9 life events to discuss with your financial advisor📖 Life is full of chapters—some joyful, some unexpected.Major life events can impact your financial goals and priorities. Having conversations and reviewing your plan along the way can make a difference.Read more here:9 Life Events to Discuss with Your Financial Advisor https://www.thrivent.com/insights/magazine/spring-2026/9-life-events-to-discuss-with-your-financial-advisor 👇 What life milestone taught you the importance of planning ahead?#LifeChanges #FinancialPlanning #PlanAhead #PremierFinancialGroup #LifeMomentsSee thrivent.com/social for disclosures
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👋 Team Member Spotlight: Paula MeyerPaula is truly the backbone of our family at Premier Financial Group. She’s the welcoming face at our front desk, the friendly voice on the phone, and someone who consistently goes above and beyond to serve our clients with kindness and professionalism.Paula, thank you for your dedication, positivity, and care for everyone who walks through our doors. We’re grateful for all you do! 💙👇 Help us show Paula some appreciation in the comments!#TeamSpotlight #ClientCare #PremierFinancialGroup #MonroeWI #TeamAppreciationSee thrivent.com/social for disclosures
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“Above all, keep loving one another earnestly, since love covers a multitude of sins.” - 1 Peter 4:8
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Please join us for a free Savvy Social Security event at Timberhill Winery 8220 N John Paul Rd Milton, WI. 53563, on 5/28/2026Here you will learn strategies to help maximize your socialsecurity income, along with getting answers to the FAQ's, regarding Social Security. 5:30 PM~ Registration and Refreshments6:00 PM Speaker Nikki Austin~ Premier Financial GroupPlease RSVP: Website~ https://connect.thrivent.com/premier-financial-group/eventsEmail~ premierfinancialgroup@thrivent.com Call~ (608) 325-8100Disclosure:No products will be sold.
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Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back.Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.See thrivent.com/social for important disclosures.
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“May the God of hope fill you with all joy and peace as you trust in him, so that you may overflow with hope by the power of the Holy Spirit.” - Romans 15:13
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“You will have great joy and gladness.” - Luke 1:14
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Please join us for a free Savvy Social Security event at Timberhill Winery 8220 N John Paul Rd Milton, WI. 53563, on 5/28/2026Here you will learn strategies to help maximize your socialsecurity income, along with getting answers to the FAQ's, regarding Social Security. 5:30 PM~ Registration and Refreshments6:00 PM Speaker Tim Kiesling, RegionalBusiness Development Consultant from Thrivent.Please RSVP: Website~ https://connect.thrivent.com/premier-financial-group/eventsEmail~ premierfinancialgroup@thrivent.com Call~ (608) 325-8100Disclosure:No products will be sold.
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What no one wants to discuss couldbe the best present ever!We plan for weddings, college, vacation and retirement.Why is it so hard to plan for death? A Lifetime Gift is foranyone who wants tools to help you talk to loved ones andprepare. Certified Celebrant Shelly Halverson offersconversation starters and a practical checklist withencouraging instructions.Event DetailsMonroe Golf Course Wednesday, April 22, 20265:30 pm ~ Registration & Food6:00 pm ~ SpeakerRSVP:premierfinancialgroup@thrivent.com (608) 325- 8100Disclosure:No products will be sold.Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
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What no one wants to discuss couldbe the best present ever!We plan for weddings, college, vacation and retirement.Why is it so hard to plan for death? A Lifetime Gift is foranyone who wants tools to help you talk to loved ones andprepare. Certified Celebrant Shelly Halverson offersconversation starters and a practical checklist withencouraging instructions.Event DetailsMonroe Golf Course Wednesday, April 22, 20265:30 pm ~ Registration & Food6:00 pm ~ SpeakerRSVP:premierfinancialgroup@thrivent.com (608) 325- 8100Disclosure:No products will be sold.Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.