Joe created Weinbauer Financial Group for a reason as simple as it is powerful: everyday people shouldn’t have to settle for everyday ideas. He wanted to offer far more than traditional financial planning firms: more education, more diversification, more options. And above all, more freedom to help his clients pursue their dreams, with the knowledge that their financial future is in good hands.
Creating that financial future is the work of a lifetime. With the right advocate at your side, it can be the most rewarding work of all. Joe and his team are ready to be your advocate—helping you manage taxes, build wealth and something more… the confidence of knowing that your complete financial picture is in sharp focus. Perhaps, for the very first time.
General BD Planning 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.
General Investing Disclosure
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
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.