top of page

Helping you take good care of your people

Guidance you need to select and implement a plan that can help you attract and retain talents, grow your business, save on taxes and more. Request a Free Consultation below to see how we can help.

Enhance your Financial Wellness Program

From self-directed financial planning to comprehensive personalized advice, we will give your employees all the tools and guidance they need to navigate their retirement roadmap with confidence!

Develop and Track Financial Goals

Help your employees prepare for retirement by engaging in thorough financial planning. Our program will enable them to establish and monitor essential goals such as retirement living expenses, healthcare costs, college planning, and more.

Understand your Risk Profile

Help your people eliminate the guesswork from their investment decisions by utilizing statistically grounded tools. They will gain insights into their current risk exposure and compare it against their actual risk tolerance. Enable them to make informed investment choices based on a comprehensive understanding of their risk profile.

Personalized Investment Strategies

Empower your employees to create customized investment models that align with their unique investment goals. Say goodbye to suboptimal Target Retirement Funds and embrace a simplified approach to building investment portfolios.

Stress Testing and Simulations

Planning for retirement involves assumptions. Simulations and stress testing can help your employees better position themselves for the uncertainties ahead. Our platform performs plan simulations, including worst possible scenarios, to give the probability of a plan's success as well as valuable insights into how potential factors like low market returns, high inflation, social security cuts, and long-term care events may impact any plan.

On-demand Account Management

Want us to help your employees manage their accounts for them? We've got you covered! We are one of the few financial professionals who can effectively manage individual 401k and 403b accounts without being a plan-level advisor and within all applicable ERISA and DOL guidelines.

Promote Financial Literacy

Expand your employees' knowledge and understanding of critical topics such as Social Security, Life Expectancy, Inflation, Long-term care, and Family protection. Empower them with the necessary financial literacy to make informed decisions and secure their financial future.

Wavy Abstract Background

Qualified Retirement Plans 
Review & Benchmarking

Did you know that among other factors as a qualified retirement plan sponsor you are at risk if the fees your employees pay to participate in the plan like 401k are deemed unreasonable? We can evaluate your current plan, examine the investment options, and offer a comprehensive report with guidance on any necessary actions.

Request a Free Consultation or
Financial Wellness Demo

Thanks for submission, we will contact you soon!

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

bottom of page