Transform your financial outlook.
Check out these resources to learn more about how investment, retirement and insurance strategies can help you reach your goals.
This guide addresses frequently misunderstood aspects of eligibility, timing, and benefit calculation, helping individuals make informed decisions to secure a stronger financial foundation for retirement.
Maximize your social security benefits:
Separating Fact From Fiction
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Understanding rmd options:
The Key to More Money, Less Stress In Retirement
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Understanding sequence of returns risk:
To Avoid Common Retirement Pitfalls
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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. Wheelhouse Wealth Planning, BFCFS, and BFC Planning, Inc. are independent entities. Our firm does not provide legal or tax advice. Wheelhouse Wealth partners with attorneys and CPAs to help provide additional plan guidance. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
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 possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state.
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. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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www.finra.org -
www.sipc.org