Our team is committed to helping you plan for your future and the ones you care about most. Join us for this exciting presentation as we are offer 3 location opportunities for you to attend. space is limited for each event. You can register on the links provided below.
Wednesday, April 2nd at 5:30
Decorah: https://bit.ly/decorah0402
Dubuque: https://bit.ly/estatepreservationqfa
Hiawatha: bit.ly/quadrantestate
No products will be sold.
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
Please join Financial Advisors, Brittney Davis and Kari Kibby for a special workshop:
Women, Wealth, and Wisdom
Wednesday, April 9th at 6:30pm
223 Vintage Company
314 East Main Street West Branch, IA 52358
visit https://bit.ly/flyerwww to register for this event.
No products will be sold
Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr
Here to connect you or your loved ones to resources that can help.
Friendly reminder: Check your credit reports at least once a year to detect errors and suspicious activity.
Teaching children about money starts within your home. Talking about money regularly and openly can help kids learn the basics about handling budgets and financial challenges.
Thinking about your child’s future college education? 🎓 Thrivent’s College Savings Calculator can help you estimate how much you need to save for college expenses: https://bit.ly/3Q3ONOd
If you’re wondering how college planning fits within your finances, let’s connect.
See thrivent.com/social for important disclosures.
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Your retirement years can be among the best of your life - but achieving your financial and lifestyle goals requires careful planning.
View retirement savings not as a one-time commitment, but as an ongoing effort to set yourself up for the best possible future.
If taxes are a topic you avoid, this event is for you. Join the Thrivent Member Network for the free workshop, Keeping the Tax Man Away with expert Debbie Taylor on March 11 & 13. Learn more and sign up: https://tinyurl.com/DebbieTaylorVirtual2025 This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are her own and not necessarily those of Thrivent or its affiliates. See thrivent.com/social for important disclosures. 6037805.1
Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4
Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.
Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.
At Quadrant Financial Advisors, we’re here to help you support the causes you care about through charitable planning. Working alongside Thrivent Charitable Impact & Investing®️, we offer resources to help you make a difference today and in the future.
Learn more in our brochure: https://www.thrivent.com/literature/quadrant-value-based-planning/ or contact us at Quadrantfinancialadvisors@thrivent.com to start planning today. See thrivent.com/social for important disclosure information.
We are excited to announce that Betsy Grant has joined the Quadrant team! Betsy is an office professional working out of our Dubuque office. Welcome Betsy!
As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54
A proactive approach
If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.