Our Services
- Personal Financial Planning**: Designing a diversified investment portfolio consistent with your investment objectives and desired risk tolerance.
- Retirement & Pension Planning: Advising on your employer-sponsored retirement plans and IRA investments. Determining how much you need to save to retire comfortably. Helping you manage assets before and during retirement.
- College Planning: Recommending investment and accumulation strategies to help you fund your loved one’s education.
- Elder Care Planning: Identifying potential long term care needs and recommending products that include provisions for care if the need arises.
- Special Needs Planning: Creating a plan for the long term financial requirements necessary to care for a loved one with special needs. Building a relationship with the necessary legal and accounting professionals to develop a comprehensive plan of care for all phases of your loved one’s life.
- Estate Financial Planning: Coordinating with your legal advisors to review your will and trust relative to your financial plan. Helping to preserve your estate and properly designate your intended heirs.
- Tax Planning*: Helping to ensure that you are not paying more than the law requires. Looking for ways to help reduce your current and future tax burden, and referring you to qualified tax specialists.
- Insurance/Risk Management Planning: Reviewing existing insurance policies. Recommending policy changes when appropriate and finding the best insurance policies to meet your planning and legacy needs.
- Business Continuation Planning: Identifying financial issues relevant to business longevity and recommending the appropriate products to protect business investments and long term viability.
*Berthel Fisher & Company Financial Services, Inc. and Sandra Seiple Financial Services, LLC do not offer tax or legal advice.
** Diversification cannot eliminate the risk of investment losses.