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Your Appointment Primer

Thank you for your interest in having us assist you with your financial planning. Please take a moment to fill out the form below to help us understand your specific goals and preferences. This will enable us to tailor our appointment to better meet your objectives. We look forward to meeting with you and helping you secure a brighter financial future!

Contact Info

First Name

Email

Last name

Phone

Financial Planning Needs

Retirement Planning:

Retirement Needs Analysis

Savings Analysis

Income Needs Analysis

Distribution Planning

Retirement Plan Review

Investment Planning:

Investment Portfolio Review

General Allocation Overview

Risk Assessment

Roth Conversion Evaluation

College Planning

Work Place Retirement Plan Review:

Plan Review

Funding Level Analysis

Allocation Overview

Risk Assessment

Rollover Evaluation

Insurance Planning:

Survivor Needs Analysis

Life Insurance Analysis

Disability Needs

Long Term Care Needs

Review Insurance Policies

Investment Management Needs

Work Place Retirement Account: 401(k), 403(b), 457's

Annuity Products:

Traditional & Roth IRAs, HSAs, Taxable Accounts

Fixed Income Solutions: CDs, Treasuries, Gov & Corp Bonds

Your input matters! To help us better prepare for your appointment drop us a quick message about your needs or any special requests.

Thanks for submitting! Your appointment is just around the corner, and we can't wait to meet you!

309-420-0100

connect@uinvest2.com

Important Disclosures and Privacy Policy

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. Prairie Capital Management, BFCFS, and BFC Planning, Inc. are independent entities.

Check the background of your financial professional on FINRA’s BrokerCheck.

Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. 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.

Annuities are complex and not suitable for all investors. Carefully consider the risks and possible consequences involved prior to making an investment decision. Guarantees are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. It is possible to lose money with an Indexed Linked Annuity, as surrender prior to the end of the annuity term could result in a loss. Surrender charges associated with Indexed Annuities may significantly impact liquidity. Some Indexed Annuities impose a monthly limit of the amount by which an investor may participate in the upward performance of the related index, thus further limiting the profit potential of the investment. Some Indexed Annuities do not credit any measure of market participation to the investor until a significant number of years have passed. Past performance is not necessarily indicative of future results.

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. Investment products and services are available only to residents of AZ, CA, CO, FL, GA, IA, IL, IN, KS, MN, MO, NE, NY, OR, TX, VA, and WI. Insurance services are available to residents of IL.

Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy

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