Retirement lifestyle is in you hands. Attend an upcoming dinner seminar.
Do you have confidence in your retirement strategy? Or are you a gambler willing to let wishes and hopes replace actual planning? Please allow us to present some ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.
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Whether you are getting ready to retire, or already enjoying retirement, our team of professionals at The Affinity Group can help you develop multiple solutions that you can review and select as the most appropriate for your financial situation.
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It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
If you have questions or concerns about your current retirement strategy or would like us to review your investment accounts performance, fees, and if your portfolio matches your risk tolerance – feel free to contact us by phone or using this form.
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
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. We are registered to sell securities in the following states Florida, Michigan, Indiana.
Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. The Affinity Group of Companies , BFCFS and BFC Planning, Inc. are independent entities.
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisor before taking any action that may have tax implications.
There are risks involved with investing with may include market fluctuation and possible loss principle value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. There can be no assurance that any specific investment strategy will be profitable. Past performance is no guarantee of future results.
Annuity Principle guarantee Disclosure: Guarantees are based on the insurance company’s ability to pay and early withdrawal may cause a loss of principle due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which may affect contract value.
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