Achieving a winning financial future is not for spectators.
It takes active planning and participation today.
Take Action Now
When it comes to preparing for your financial future, don’t sit on the sidelines. Your active participation is required. Berthel Financial can help lead the way with coaching, encouragement and motivation.
We help families, individuals, business owners, retirees and near-retirees by meeting with them and learning what’s most important in their lives, their history and goals for the future. We take that information, run the numbers and then provide a financial and retirement plan that will make you look forward in anticipation, knowing your needs, wants and that unexpected life events are addressed.
Taking an active role in your financial life requires:
Financial & Wealth Planning
Preparing for the future
Portfolio Management
Ensuring all accounts work together
Retirement Income Planning
Creating an income stream
Legacy Planning
Leaving assets to heirs or charity
Tax Minimization Strategies
Paying only your fair share, no more
Insurance
Planning for the unexpected
Social Security Maximization
Getting the most out of your contribution
Workplace Benefits & Defined Benefit Pensions
Making the best of your benefits
Why do we do what we do?
“Our ‘why’ is your ‘why.’ We want you to enjoy your life today and tomorrow. Spend time with family, enjoy hobbies, travel the world, give generously, work at your life’s calling…whatever your heart desires. We want to see you actively living your best life. Let’s make it happen, together.”
~ Brandon Berthel, Owner
Serving individuals, families, retirees and business owners.
Ready to take action?
Schedule an appointment here.
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Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Berthel Financial Professional, BFCFS, and BFC Planning, Inc. are independent entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22037 - 2022/7/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.