Redtail Financial Group

Redtail Financial Group For over 100 years, Thrivent has been helping people make the most of all they’ve been given.

Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

Dinner is on us, and retirement is on the agenda!Join us for a FREE retirement watch party and explore practical ideas f...
08/19/2026

Dinner is on us, and retirement is on the agenda!

Join us for a FREE retirement watch party and explore practical ideas for making your savings last while enjoying the retirement you worked for.

After the seminar, stick around for a conversation with our advisors to unpack the key takeaways, ask questions and consider how they might apply to you.

Limited seating available, so save your spot today and visit our website to register.

No products will be sold. David Blanchett and Michael Finke are not affiliated with or endorsed by Thrivent. The views expressed in this presentation by David Blanchett and Michael Finke are their own and not necessarily those of Thrivent or its affiliates. See thrivent.com/social for additional disclosures. 8672647.1

Free event with a complimentary meal! Watch a retirement seminar, then discuss practical income strategies with our advisors.

April is for filing. August is for planning.Most people don't think about taxes until it's time to file a return. By the...
08/18/2026

April is for filing. August is for planning.

Most people don't think about taxes until it's time to file a return. By then, many of the biggest planning opportunities have already passed.

With the One Big Beautiful Bill Act signed into law this summer, this is an especially important year to be proactive. August and September provide an opportunity to review your tax strategy, evaluate how the new law may affect your financial plan, and make informed decisions before the year ends.

If you have questions about how this year's changes could fit into your overall financial plan, we're here to help.

(267) 347-3477 or [email protected]
Website: connect.thrivent.com/redtail-financial-group
See thrivent.com/social for important disclosures

Sara and her family packed a whole lot of summer into their latest camping trip near OCMD!There were beach days (with so...
08/15/2026

Sara and her family packed a whole lot of summer into their latest camping trip near OCMD!

There were beach days (with some strategic jellyfish dodging), kite flying, go karts, a boat ride to see the Chincoteague wild horses, and an early morning watching the White Marlin Open boats head out for the day.

They even made a stop in Berlin, MD, where Runaway Bride was filmed...plus, in Sara's words, “soooo much ice cream.” An important detail, obviously!!

Our fall calendar is officially filling up, and we have a great mix of educational events along with a few super fun one...
08/14/2026

Our fall calendar is officially filling up, and we have a great mix of educational events along with a few super fun ones coming your way!

These events are going to fill up fast, so visit our website to register early and secure your spot: https://bit.ly/4wrF4nE

We’d love to see you this fall, and as always - no products will be sold.

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is e...
08/14/2026

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

Great things grow when a community comes together—and there's still time to make your voice heard.If you haven't voted f...
08/13/2026

Great things grow when a community comes together—and there's still time to make your voice heard.

If you haven't voted for your favorite Live Generously®️ T-shirt design yet, now's your chance.

Cast your vote and help choose the shirt our community will wear with pride.

Vote now before it’s too late: https://bit.ly/4wbZGjK

Summer hobbies come in all forms, and Becky's new at home Spin Class may be our favorite one yet.She's been spending som...
08/12/2026

Summer hobbies come in all forms, and Becky's new at home Spin Class may be our favorite one yet.

She's been spending some quality time with her kittens and even managed to teach one of them how to use a salad spinner!

We're giving this particular summer activity a solid 10/10.

Throughout the last few weeks, we've shared resources and information about special needs planning. Today, we'd like to ...
08/07/2026

Throughout the last few weeks, we've shared resources and information about special needs planning. Today, we'd like to share the personal experience that inspired these conversations. As many of you know, Vicki's son, Aiden, has several invisible disabilities.

Walking alongside him has shown her that advocating for someone with a disability is often a full-time job in itself. It includes learning how to navigate benefits, understanding programs, completing paperwork, coordinating services and support, researching resources, and planning for the future.

It's a journey she never fully understood until she lived it, and one that continues to teach her something new every day.

That experience has shaped Vicki not only as a mom, but also as a financial advisor. She understands that families aren't just looking for investment advice, they're looking for someone who sees the bigger picture and appreciates the unique challenges that can come with planning for the future of a loved one with a disability.

During Disability Pride Month, we're especially grateful for the families who have trusted us with these deeply personal conversations. It's a privilege to walk alongside you as you plan for the future with confidence. Disclosures: thrivent.com/social

Jen's family changed things up for their annual family vacation and traded the beach for the mountains.This year's trip ...
08/01/2026

Jen's family changed things up for their annual family vacation and traded the beach for the mountains.

This year's trip took her to Massanutten, Virginia and the Shenandoah Valley, where they explored Luray Caverns, hiked Shenandoah National Park, added another passport stamp to their National Parks book, and watched JJ catch his very first fish!

The marketing department would like to report that mountain overlooks beat Microsoft Outlook any day.

Divorce isn't just a legal process. It's a financial one. The decisions you make today about your home, retirement accou...
07/31/2026

Divorce isn't just a legal process. It's a financial one. The decisions you make today about your home, retirement accounts, investments, and taxes can affect your financial future for decades to come.

This article explores why involving a financial professional early in the process can help you see beyond the emotions and make decisions with long-term confidence.

Have questions about the financial side of divorce? Vicki is a Certified Divorce Financial Analyst (CDFA®️) and specializes in helping individuals make informed financial decisions during one of life's biggest transitions. Reach out to schedule a conversation and learn how she can help.

Phone: (267) 347-3477
Website: connect.thrivent.com/redtail-financial-group
Read more: https://bit.ly/4fsHLAk
Disclosures: thrivent.com/social

Address

101 N. 5th Street , Suite 3
Perkasie, PA
18944

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12673473477

Alerts

Be the first to know and let us send you an email when Redtail Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Redtail Financial Group:

Shortcuts

Share