Sentinel Financial Group, The AFS Team

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Sentinel Financial Group, The AFS Team Financial Advisor | Life Insurance | Wealth Planning | Retirement | Investments. Based in Hiawatha, Iowa. Guiding you toward financial confidence!

For important disclosures, please visit our website www.andersonfinancialsvcs.com.

🏢✨ **A NEW CHAPTER FOR OUR TEAM!** ✨🏢We’re excited to share some big news!We have officially moved into our new office a...
10/02/2026

🏢✨ **A NEW CHAPTER FOR OUR TEAM!** ✨🏢

We’re excited to share some big news!

We have officially moved into our new office at 1751 E Boyson Road, Suite A in Hiawatha, we’re also beginning an exciting new chapter as we merge with Strellner Financial Group.

Together, we are now Sentinel Financial Group!🎉

While our name is changing, our commitment to you remains the same. We’re bringing together two teams with a shared dedication to serving our clients, building lasting relationships, and helping you pursue your financial goals.

We’re so excited for this next chapter and can’t wait to welcome you into our new home!🏠💙

New name. New space. Same people you know and trust.

Here’s to an exciting future together! 🥂

-Sentinel Financial Group, The AFS Team✨

09/28/2026

💬 Ask the Advisor Monday!

What is one financial topic you wish someone had explained to you sooner?

Maybe it’s retirement planning, taxes, investing, Social Security, insurance, or something else entirely.

Drop your answer in the comments! 👇 You might help someone else learn something they’ve always wondered about, too.

🍂 Your Fall Financial Checklist 🍂As the seasons change, it’s a great time to check in on your financial goals before the...
09/18/2026

🍂 Your Fall Financial Checklist 🍂

As the seasons change, it’s a great time to check in on your financial goals before the end of the year!

A little fall financial housekeeping now can help you head into the new year feeling prepared and confident. 🍁

Need help getting your financial checklist in order? We’re here to help!

🎉 Happy Birthday, Kyle McLaughlin! 🎉Help us wish Kyle a very happy birthday! We’re grateful to have him as part of our t...
09/14/2026

🎉 Happy Birthday, Kyle McLaughlin! 🎉

Help us wish Kyle a very happy birthday! We’re grateful to have him as part of our team and appreciate everything he does for our clients and our office.

We hope you have a fantastic day, Kyle! 🥳🎈

Happy Labor Day!Today, we celebrate the hard work, dedication, and contributions of workers in our communities and acros...
09/07/2026

Happy Labor Day!

Today, we celebrate the hard work, dedication, and contributions of workers in our communities and across the country.

Wishing you and your family a safe, relaxing Labor Day weekend! ❤️🤍💙

Life is fragile and it’s so important to be prepared for the unexpected! You’ve worked hard to build a life for yourself...
09/01/2026

Life is fragile and it’s so important to be prepared for the unexpected! You’ve worked hard to build a life for yourself and your family -- make sure you protect it. Give us a call today to learn more.

🌟 Please join us in welcoming Janet Meier to the AFS team! 🌟We’re excited to introduce Janet, our new Client Relationshi...
08/25/2026

🌟 Please join us in welcoming Janet Meier to the AFS team! 🌟

We’re excited to introduce Janet, our new Client Relationship Coordinator!

Janet will be focused on helping our clients coordinating appointments, managing scheduling, answering phones, and assisting with day-to-day client needs.

We’re thrilled to have Janet as part of the team and look forward to all she will bring to our clients and office! Please join us in giving her a warm welcome! 💙

📚✏️ Back-to-School Season is Here! 🍎As a new school year begins, all of us at Anderson Financial Services would like to ...
08/17/2026

📚✏️ Back-to-School Season is Here! 🍎

As a new school year begins, all of us at Anderson Financial Services would like to wish every student, teacher, administrator, and school staff member a wonderful year ahead!

To the students—may this year be filled with learning, growth, new friendships, and exciting opportunities.

To the teachers and school staff—thank you for the dedication, patience, and care you invest in shaping future generations. Your impact reaches far beyond the classroom.

Here's to a safe, successful, and inspiring school year for everyone!

🎒📖 Happy Back-to-School!

‼️Moving Date Announcement‼️The date is set! See the details below. New Name, New Location, Same People you Trust!✅ New ...
08/13/2026

‼️Moving Date Announcement‼️

The date is set! See the details below.

New Name, New Location, Same People you Trust!

✅ New Name: Sentinel Financial Group
📍 New Location: 1751 E Boyson Rd, Suite A, Hiawatha, Iowa 52233
📅 Move Date: October 1st, 2026

While our address is changing, our commitment to providing you with personalized service and helping you work toward your financial goals remains the same.

Please update your records with our new address and name, and watch for more details about our new location!

We can’t wait to welcome you to our new home! 🏢✨

08/12/2026

💙 What Is a Qualified Charitable Distribution (QCD)?

If you're age 70½ or older and are charitably inclined, a Qualified Charitable Distribution (QCD) may be a tax-smart way to support the causes you care about.

A QCD allows you to make a direct donation from your IRA to a qualified charity. For those who are subject to Required Minimum Distributions (RMDs), a QCD can also count toward satisfying all or part of your annual RMD (up to IRS limits), while potentially reducing your taxable income.

Here are a few key things to know:
✔️ You must be 70½ or older to make a QCD.
✔️ The donation must be made directly from your IRA to a qualified charity.
✔️ If you're required to take an RMD, a QCD can satisfy all or part of that requirement, provided it is completed correctly.
✔️ A QCD may offer tax advantages that a regular charitable donation does not.

Every financial situation is unique. If you're considering a QCD and would like to understand how it fits into your retirement and charitable giving strategy, we're happy to help.

📞 Contact Anderson Financial Services to learn more.

Address

1751 Boyson Road, Suite A
Cedar Rapids, IA
52233

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+13193787498

Website

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