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The proper asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
Do you have questions about Roth IRA and Traditional IRAs? Are you looking to find the right option for your retirement future? Let us help you answer some of the biggest questions pre-retirees and retirees have regarding IRAs.
Plan, protect, and pursue your dreams with Freedom Financial Group. Schedule a complimentary consultation today.
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Bismarck: 212 N 2nd St, Bismarck ND 58501
Minot: 701 31st Ave SW Minot ND 58701
Jamestown: 920 10th St SE, Ste A Jamestown ND, 58401
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Freedom Financial Group is independent of BFCFS and BFC Planning.
Licensed to sell Insurance in the following state(s): AK, AZ, GA, FL, IL, KS, MD, MI, MN, MT, NC, ND, OK, OR, PA, SD, TX, WI
Registered to sell Securities in the following state(s): AK, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, MT, NE, NM, NC, ND, OK, OR, PA, SD, TN, TX, WI
*Our firm does not provide legal or tax advice. We partner with unaffiliated tax and legal professionals to coordinate your overall plan. Be sure to consult with your own legal, tax and health 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 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.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. 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.