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A better path starts with a better approach
To help you navigate your unique journey, our approach begins with a customized strategy built using key components of a successful retirement.
Legacy Planning
Our approach to legacy planning goes beyond finances. It encompasses the values and principles you wish to pass on. Together, we’ll develop a legacy plan that reflects your wishes and helps to provide clarity and stability for future generations.
We’re dedicated to helping you compile savings, investments and Social Security to build a confident retirement future. Using your unique vision, we’ll help you create a personalized income strategy that works to deliver the financial confidence and freedom you deserve throughout your retirement.
Retirement Income Planning
From protecting the people and things you love to helping generate consistent income, our team works to craft the customized insurance strategies you need to live with confidence during retirement.
Insurance Strategies
Our team is committed to identifying and implementing strategies that help to minimize tax liabilities and maximize your wealth retention. By staying informed and proactive, we work to help ensure that your financial strategies align with your goals and the latest tax advancements, protecting your assets for a confident retirement.
Tax Minimization Strategies
We help you navigate coverage options to ease the financial burdens of chronic illnesses and disabilities while working to help ensure support and dignity at every stage of life. Together, we’ll create a plan that helps to uphold your independence while enhancing your quality of life.
Long-Term Care Insurance
Our team can help you make life insurance more than a policy—we work to make it a promise to your loved ones. We carefully assess your situation to provide coverage that supports those you care about and helps to protect their future with financial confidence.
Life Insurance
Our dedicated team will help you navigate the complexities of benefit timing and options to help you receive the best return possible. By customizing your strategy, we help to ensure that Social Security significantly contributes to your confident retirement journey in a tax-smart way.
Social Security Optimization
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. “DBA”, BFCFS, and BFC Planning, Inc. are non-affiliated entities.
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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.
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.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
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