5 Minute Financial Check Up

A no-nonsense self reflection for anyone within 5 to 10 years of retirement

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What we are providing

This quick check-in helps you turn uncertainty into clarity. It’s designed to uncover the gaps that could impact your retirement, from income stability and healthcare costs to taxes and legacy planning. You’ll walk away with a clear picture of where you stand today and practical next steps to strengthen your plan for tomorrow.

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. Wheelhouse Wealth Planning, BFCFS, and BFC Planning, Inc. are independent entities. Our firm does not provide legal or tax advice. Wheelhouse Wealth partners with attorneys and CPAs to help provide additional plan guidance. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

w ww.berthel.com/disclosures - www.finra.org - www.sipc.org

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