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Connecting You with Trusted Legal Professionals*
Legal planning is an often overlooked aspect of the overall financial planning process. Because our firm strives to be a one-stop shop for all aspects of financial planning, we have partnered with trusted attorneys and other legal professionals in the community to work with us and our clients to make sure the legal details are addressed in our financial plans. For many clients, establishing a simple will, power of attorney and medical power of attorney will be the extent of their legal needs. However, other clients have increasingly complex needs. Legal advice is advisable in the following situations:
- When a will, power of attorney or medical power of attorney are needed.
- When guardianship needs to be established for children in the event of a death.
- When a trust needs to be established to protect and manage assets.
- When a business entity needs to be established such as a corporation or LLC.
- When there are various real estate holdings such as farm and ranch land, commercial property, etc.
There are many other scenarios that require legal attention. We can evaluate your overall situation to help determine if legal protections should be put into place to better secure assets and make sure wishes are carried out in a client’s personal and business life.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
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.
Are you ready to experience freedom?
Plan, protect, and pursue your dreams with Freedom Financial Group. Schedule a complimentary consultation today.
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Location Information
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.