Congratulations to Kari Kibby in our Hiawatha office for 18 years with Thrivent!
Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given.
See thrivent.com/social for important disclosures.
Have you thought about business succession planning? What happens when you retire? Here are some things to consider when planning for the future: https://bit.ly/3YiOC6S
Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further.
See thrivent.com/social for important disclosures.
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.
Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4
See thrivent.com/social for important disclosures.
Please join us for an open house, where we’ll be introducing Brittney Davis, our newest financial advisor. You can enjoy food, drinks and fun giveaways to celebrate, plus mingle with members of our team.
Field Day Brewing Co.
925 Liberty Way, North Liberty, IA 52317
Thursday, November 7 from 5:30 to 7:30 p.m.
RSVP to Lindsey Rinken at lindsey.rinken@thrivent.com or 319-383-0164
No products will be sold. See thrivent.com/social for important disclosures.
Balancing today’s priorities with tomorrow’s goals
Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️
How do taxes on Social Security work?
Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.
Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.
🎉 Celebrating 10 years of generosity! Since 2014, Thrivent Action Teams have made a huge impact, launching over 1.2 million projects and raising $1.9 billion for causes that matter.
🙌 Together, we’re changing lives—one team at a time! Learn more: https://bit.ly/3ZAycaR
You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track.
See thrivent.com/social for important disclosures.
Happy 6th Year Thrivent Anniversary to Mike in the Hiawatha Office!
Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB
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 Brittney Davis has joined Quadrant Financial Advisors in our Hiawatha office!
Brittney is thrilled to begin working alongside Mike Olinger and Kari Kibby 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.