Call us today! 734-404-6977 
Call us today! 734-404-6977
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When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.
If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.
Request a free copy of our retirement guide below and see how you can build a better retirement. Enter your email address below to request your free copy.
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.
Zach Leggo and Michael Bytnar are Registered Representatives of and offer securities through Berthel Fisher & Company Financial Services, Inc (BFCFS) Member FINRA/SIPC. Michael Bytnar is an Investment Advisor representative and offers investment advisory services through BFC Planning, Inc. The Affinity Group of Companies , BFCFS and BFC Planning, Inc. are independent entities. Ted Bytnar, Nathon Lawson and Randy are not associated with BFCFS or BFC Planning, Inc.
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 which may include market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.
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.
