Trent Lower
263 posts

Trent Lower
@TrentLower76
20+ years in public schools as an educator, remain committed to serving individuals, couples, families and business owners in reaching financial goals!
Katılım Ocak 2023
116 Takip Edilen22 Takipçiler

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. spr.ly/6016BB3dn2

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Our team stepped away for a bit of fun and friendly competition at WhirleyBall to celebrate a strong first quarter and the teamwork that drives our success in supporting our clients!
#TeamBuilding #Q1Success #WhirleyBallFun #StrongerTogether #ClientFocused



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I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. spr.ly/6017BBK7oD

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Back at Franklin Schools sharing Best Practices for FPS Staff!! Nice way to start the week!!
#serveothers #StructuraFinancialPartners #FinancialPlanning

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Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. spr.ly/6013B6zQzf
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Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. spr.ly/6013B6WQCt

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Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. spr.ly/6018hCzx6

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Excited for this Event taking place later this week...please direct message me if interested!
#StructuraFinancialPartners #FinancialPlanning #networking #serveothers

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Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. spr.ly/6017B6Kgrh

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Such a fun Friday at Franklin Schools last week! Presenting to staff on best practices for financial planning and catching up with a former student from back in the early 2000s!
#StructuraFinancialPartners #FinancialPlanning #serveothers

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When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage. spr.ly/6013hHgJZ

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Enjoyable opportunity to volunteer at a Waukesha elementary school to support Blessings in a Backpack!
#serveothers #StructuraFinancialPartners

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Dropped of some flyers last week at area libraries...what a windy Friday...make sure to register for our upcoming event on April 9th at BBB. Very valuable info to be shared with free lunch!
#FinancialPlanning #StructuraFinancialPartners #networking

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