Call Us: (319) 447-5700
Investing for the Long-Term is Core to Our Approach
Let’s Customize a Plan Just for You
We focus on relationships, not products. Our advice is based on a deep understanding of your entire financial picture. We are committed to being honest and direct in our assessments and recommendations so that you have the best information to make decisions.
Offering the Holistic Options You Need
Wealth Management
Managing investments is more complicated and time-consuming than ever, and we know that our clients lead active and complex lives. We are dedicated to a personalized, holistic, and creative approach to wealth management.
Financial Planning
Our process accounts for your short- and long-term goals, your risk tolerance and stage in life. You deserve to feel confident in preserving your assets, maximizing your retirement income, reducing market risk, and potentially lowering your taxes through strategic planning.
Tax-Minimization Strategies
Taxes will always be a part of life. We can review your assets and see what would help with taxation. Every dollar saved today can work for you in retirement.
Legacy Planning & Preservation
Protecting, preserving, and transferring your estate is one of the most vital elements of your legacy. We work to ensure you have a clear financial roadmap that allows you to protect your assets, prepare for business transfer, save taxes, avoid probate, and fulfill your final wishes with heirs and charitable foundations.
Why not take a second look at protecting your wealth?
Let Family First Financial Strategies give you a complimentary review of your current plan.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch!
Family First Financial Strategies proudly serves clients nationwide with locations in Cedar Rapids, IA and Phoenix, AZ. We are here to answer any questions or concerns you may have.
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Address:
Family First Financial Strategies
4201 42nd Street NE
Suite 100
Cedar Rapids, IA 52402
Phone:
(319) 447-5700
Email:
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. Family First Financial Strategies, BFCFS, and BFC Planning, Inc. are independent entities.
Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy. Please consult your Financial Representative for further information.
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 acting on an investment decision.
Thomas J. Berthel is licensed in all 50 states.
Check the background of your financial professional on FINRA’s BrokerCheck.
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. 22358 - 2022/10/20
BFC Planning ADV Part 2B,
Tom Berthel ADV Part 2B,
Paige Swartzendruber ADV Part 2B
Regulation Best Interest Disclosure