Taxes and investing, together.

Dealing with your taxes has never been more complicated. The same goes for choosing the right investments. Put the two together, and you may feel more than a little overwhelmed. And yet, combining the two is exactlywhat you should do. Because only then are you taking charge of your complete financial picture—and laying the course for your successful financial future.

After all, the heart of your financial situation is your tax liability; you want a single strategy for minimizing taxes while maximizing the value of your financial assets. The two are inseparable.

The problem is, your accountant likely isn’t trained to be in the investment business. And your investment advisor probably isn’t helping much with your overall tax strategy.

If only you could find a solution to combine the two. Now, you can.


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Tax Services Disclosure
Tax services are offered through Weinbauer Financial Group. Berthel Fisher & Company Financial Services, Inc. does not offer tax or legal advice.

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.

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.