Everything you need is right here: the tax expertise only an IRS Enrolled Agent can offer. A vast array of investment options and advice—including opportunities that aren’t tied to the daily ups and downs of the stock market. All together to give you more of what you want most: confidence and control in your financial plan. So you can spend your time elsewhere.
We’ll be your guide, every step of the way. Moving at your pace, on your timeline. With an open book on our performance—and an open door when you’re ready to take the next step, and the next. Now more than ever, you need a complete financial solution.
We are that solution. Because here, it’s all about you.
General Website Disclosure
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of states of registered in to conduct securities business [click to view states].
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.
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.