Berthel Retirement and Life Insurance

Achieving a winning financial future is not for spectators.


It takes active planning and participation today.

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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. 

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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

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