If you think about, growing your wealth is all about two common-sense ideas: keep more of what you earn—and earn more on what you keep. A smart way to do both at the same time is to combine them into a single financial plan. Taxes and investments, together. That’s just what we do here at Weinbauer Financial Group. And while no one can guarantee success, our common-sense approach can put you on the right path. Making life a little less taxing.
Tax planning is an essential part of your wealth maintenance and growth strategy. The more complex your financial picture, the more you need to think about taxes as a 365-day-a-year challenge—not just a one-time event when you file your annual return. So we’ll continuously assess the tax implications of every financial move you make. So you can make those moves with confidence.
Diversifying beyond stocks and bonds.
Traditional assets like stocks and bonds are the foundation of many investment portfolios. But there’s a risk: the performance of those asset classes tends to be linked. So when one suffers, they all might. The answer is giving your portfolio a dose of common sense and including investments outside of the traditional stock, bond and money (cash) markets. These alternatives are not correlated to stocks, bonds and other traditional investments.
Non-traditional investments can also be advantageous for some organizations that have certain, very specific investment requirements. If you’re among them, contact us for an in-depth discussion of those needs.
Wealth you can hold in your hand.
Owning shares of high-performing companies can be a valuable part of your portfolio. But if you think about it, a share is not a physical object. These days, most people don’t even take possession of an actual stock certificate. Hard assets are another story.
Depending on your financial situation and goals, these non-traditional, commodity-based investments may play an important part. And, have the potential for significant tax advantages. Together, let’s explore the possibilities.
Hard assets can include oil, gas, timber, gold and other precious metals, coal, real estate and more. Alternative investments can be structured as Non-traded REITs and others. We’ll recommend the right options for your specific goals.
Tax Services Disclosure
Tax services are offered through Weinbauer Financial Group. Berthel Fisher & Company Financial Services, Inc. and BFC Planning do not offer tax or legal advice.
This material does not constitute an offer to sell or a solicitation to buy any securities. An offer can only be made by a prospectus that contains more complete information on risks, management fees and other expenses. Read the applicable prospectus before you invest or send money. There is no assurance that the investment objectives of these programs will be attained. Consult the applicable prospectus or offering memorandum for suitability standards and minimum investments in your state. Participation in a real estate program is an investment in the program and not a direct investment in real estate or any other assets owned by the program. There are risks involved in investing, including market fluctuation and possible loss of principal value, and the investment may not be suitable for all investors.
Oil and Gas Disclosure
Investments in oil & gas programs are highly speculative and involve risks. You must be prepared to bear the economic risk of an investment for an indefinite period of time and be able to withstand a total loss of your investment. This material does not constitute an offer to buy or sell any security. Such offers can only be made through a private placement memorandum or prospectus which contains a complete discussion of risks involved in the investments. Read the applicable prospectus before you invest or send money.
Broker Dealer Disclosure
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. Weinbauer Financial Group, BFCFS, and BFC Planning, Inc. are independent entities.