Retirement Planning
5 min read
5 Social Security Mistakes That Could Cost You Thousands
Learn the common timing errors and strategies to maximize your Social Security benefits.
Read ArticleTrusted by Quad Cities Families Since 2000
Your Financial Future, Expertly Planned
Comprehensive financial planning, retirement strategies, and wealth management for families in Davenport, Bettendorf, Moline, Rock Island, and Eldridge.
CFP® Certified
Fiduciary Advisors
Fee-Only Practice
Our Services
Comprehensive Financial Solutions for the Quad Cities
Serving Davenport, Bettendorf, Eldridge, Moline, and Rock Island with expert retirement planning, wealth protection, and personalized financial guidance.
Retirement Planning
Comprehensive strategies to help you retire with confidence, including 401(k) optimization, Social Security timing, and income planning.
- 401(k) & IRA Optimization
- Social Security Strategies
- Retirement Income Planning
Wealth Management
Personalized investment strategies aligned with your goals, risk tolerance, and timeline for building lasting wealth.
- Custom Portfolio Design
- Tax-Efficient Investing
- Regular Performance Reviews
Risk Management
Protect your family and assets with comprehensive insurance analysis and estate planning coordination.
- Insurance Analysis
- Estate Planning
- Asset Protection
Tax Planning
Strategic tax minimization approaches that keep more money in your pocket while staying fully compliant.
- Tax-Loss Harvesting
- Roth Conversion Planning
- Charitable Giving Strategies
Education Planning
Help secure your children's future with 529 plans, education savings strategies, and financial aid planning.
- 529 Plan Management
- Financial Aid Strategy
- Education Funding Analysis
Legacy Planning
Create a lasting impact for future generations with thoughtful estate and charitable giving strategies.
- Estate Strategies
- Charitable Planning
- Wealth Transfer
Client Success Stories
Trusted by Local Families
Hear from the families we've helped secure their financial future
"Plan2Thrive has provided us guidance which has given us the opportunity to retire when we were ready! They answer questions in a language we can understand without making us feel like we should know the answer. The team at Plan2Thrive is so easy to work with!"
Retired when ready
Lynn & Charlene
Durant, IA
CFP® Certified
Fiduciary Advisors
Fee-Only Practice
Client Video Stories
Hear It From Our Clients
Real stories from Quad Cities families about their journey to financial confidence
"We're loving traveling and doing more of it as well as planning for future travel...and not having to worry about the finance side is wonderful. Its been worth it."
Mike and Kathy
Sherrard, IL
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About Us
Your Trusted Quad Cities Advisors
For over 25 years, we've helped families in Davenport, Bettendorf, Eldridge, Moline, and Rock Island build wealth, plan for retirement, and achieve financial peace of mind.
Patrick Reid, RICP®
Senior Financial Advisor
With over 12 years of experience, Patrick founded Plan2Thrive Financial to provide genuine, client first financial guidance to local families.
Amanda Kelley
Senior Financial Advisor
Amanda specializes in retirement planning and helping clients navigate major life transitions with confidence.
Jeff Newburn, CFP®
Certified Financial Planner
Jeff has 25 years of experience in helping clients with retirement transitions. He specializes in helping clients fulfill their philanthropic ambitions.
Our Core Values
Client-First Approach
As fiduciary advisors, we're legally obligated to put your interests first. Always.
Continuous Education
We stay current with evolving regulations, strategies, and best practices.
Community Focused
We're proud to serve the Quad Cities community across Iowa and Illinois.
Excellence in Service
We strive to exceed expectations in every interaction and recommendation.
Client Portal Access
View accounts, track performance & access documents securely
Resources
Financial Insights & Guides
Expert advice and educational resources to help you make informed financial decisions.
Tax Planning
4 min read
Roth Conversion Strategies for 2026
Is now the right time for a Roth conversion? Key factors to consider.
Read Article
Estate Planning
6 min read
Protecting Your Legacy: Essential Documents Everyone Needs
Beyond a will: the critical legal documents that protect your family.
Read ArticleFree Financial Planning Guides
Download our comprehensive guides to help you on your financial journey.
Retirement PlaybookStrategic Tax Planning EssentialsRetirement Readiness Checklist
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Schedule Your Free Consultation
Serving families across Davenport, Bettendorf, Eldridge, Moline, and Rock Island. Our complimentary consultation includes a comprehensive review of your current situation and personalized recommendations.
(563) 323-5790
Call us anytime
info@plan2thrivefs.com
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220 W. Davenport St
Eldridge, IA 52748
Mon - Fri: 8:30 AM - 4:30 PM
Weekend appointments available