They say there’s strength in numbers. And when you have a group of financial professionals dedicated to helping you navigate your financial future, you can feel even more confident about where you’re headed. That’s why, as our practice continues to grow, we’re excited to announce Josh Theisen has joined Quadrant Financial Advisors in our Dubuque office!
Josh will be working alongside Jennifer Kreeb in Dubuque and everyone on the Quadrant team to help ensure all our clients receive the best service and guidance possible.
As always, it’s our goal to provide our clients with relevant and meaningful guidance—always driven by their priorities. With our various areas of expertise across our team and continual growth, we are well equipped to offer a broad range of financial solutions and strategies to meet your needs.
Find everyone on our quadrant team here https://connect.thrivent.com/quadrant-financial-advisors/about-us/our-team
Welcome Josh!
Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Is college getting closer, but your savings aren’t where you’d hoped?
With a clear plan, you can still make meaningful progress. Here are some strategies to help you close the gap and move forward with confidence: https://bit.ly/4lmnVpW
If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL
Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation.
Join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
In person event
Tuesday, September 23, 2025 at 5:30 p.m.
Maquoketa Chamber of Commerce
124 S. Main St., Ste 2, Maquoketa, IA 52060
RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533
Cant make it to the event?
Register to watch online https://bit.ly/NPGOct
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. 27764-12FB R2-24
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits
Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
They say there’s strength in numbers. And when you have a group of financial professionals dedicated to helping you navigate your financial future, you can feel even more confident about where you’re headed. That’s why, as our practice continues to grow, we’re excited to announce Financial Advisor Jay Hanstrom has joined Quadrant Financial Advisors in our Hiawatha office!
Jay will begin working alongside Financial Advisors Mike Olinger, Brittney Davis, and Financial Consultant Kari Kibby to help ensure all our clients receive the best service possible. As always, it’s our goal to provide our clients with relevant and meaningful guidance—always driven by their priorities. With our various areas of expertise across our team and continual growth, we are well equipped to offer a broad range of financial solutions and strategies to meet your needs. Find everyone on our quadrant team here https://connect.thrivent.com/quadrant-financial-advisors/about-us/our-team
See thrivent.com/social for important disclosures.
Our Quadrant team stepped outside of the office last Thursday and into a world of balance, problem solving and teamwork. Team Building Blocks, low ropes course in Dubuque was an excellent host for our team bonding experience this year.
A strong team thrives on leadership, trust, and meaningful collaboration. Effective leadership sets the tone, guides members with vision, clarity, and support, while encouraging each person to bring their strengths to the table. Team bonding plays a crucial role in building mutual respect and understanding, creating an environment where communication flows openly and challenges are faced together.
We ended the day on a boat ride on the American Lady in the evening, thankful to spend the day altogether as a team.
Pros & cons of paying off your mortgage before you retire
If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
Cedar Rapids Kernels vs. Quad Cities River Bandits
Thursday, August 14th at 6:00 p.m.
Veterans Memorial Stadium
950 Rockford Rd SW, Cedar Rapids, IA
McGrath Auto Party Plaza
Register: https://Kernels8-14.eventbrite.com
We are excited to welcome Thrivent clients and friends to the Cedar Rapids Kernels vs. Quad Cities River Bandits baseball game! Guests will enjoy a ticket, all you can eat and drink for 3 hours, and an opportunity to live generously with a food drive! Join our group in the McGrath Auto Party Plaza sections 5-6.
Directions/schedule details: Use the main gates to get in; gates open at 5:30 p.m. and we have access to the Party Plaza at that time. The Party Plaza will be all the way down the concourse down the 1st baseline and is covered by a blue roof. The Thrivent group will be in sections 5-6. Game begins at 6:35 p.m. Food and beverage service will begin at 6 p.m. and lasts until 9 p.m. (If the game ends prior to the three-hour mark, food and beverage service will close when the game ends.)
Registration is required to attend. Security check and photo ID is required for every participant.
No products will be sold. For additional disclosures, see Thrivent.com/social.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
Investing in volatile markets: Smart strategies for confident investing
Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.