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Retirement Planning Strategies Created for Your Future Goals
Are you on track for retirement? It can be a difficult question to answer. Even if you are saving for retirement, it’s hard to predict whether you are on the right path or not. There are so many unknowns that it’s impossible to predict the future.
We may not be able to predict the future, but we can certainly plan for it. And we can use the information available to us today to make some reasonable estimates about your preparedness for retirement.
At Freedom Financial Group, we help our clients achieve their retirement goals by boosting their readiness and minimizing their exposure to risk. We can’t eliminate risk completely, but we can help to reduce the unknown.
BE FREE
In order to plan for your retirement, we have to know and understand you. What do you want your retirement to look like? How do you plan on spending your time? Will you continue to work in a part-time capacity? Do you plan on getting involved with charity? Or will you enjoy time with friends and family?
You may not know the answer to every question about retirement. That’s okay. It’s our job to work through these questions and more with you so we can fully plan for the retirement that you want.
Improving Your Outcomes
Once we’ve analyzed your current retirement planning progress, we recommend strategies to improve your outcomes. What steps can we take to increase your income or reduce expenses? How can we minimize risk as you approach retirement? We consider these questions and more. Some of the strategies we may recommend could include:
- Increased Contributions to Qualified Retirement Plans
- Investment Allocation Changes that Improve Potential Growth or Minimize Risk
- Tax-Efficient Income Strategies
- Annuities & Other Strategies that Minimize Risk
- Budgeting Techniques to Reduce Retirement Spending
- Health Care & Long-Term Care Strategies
7 Questions About Roth IRAs: Is Roth Right for Your Retirement?
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.
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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Contact Us
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.