Retirement is meant to be enjoyed. So how can you reduce uncertainty and block white noise? By working with the right partner.
TJF Retirement Strategies brings to the table intellectual strength and powerful questions. They know at this special time in life Every. Move. Matters. The intent is that by working together, you can increase your after-tax income and protect your wealth from outside eroding influences.
This is your moment. What will your finest hour look like? TJF Retirement Strategies is positioned to help you take advantage of your 10,000 Saturdays. Why not start the conversation today?
More than just planning, TJF Retirement Strategies strives to eliminate losing financial strategies by creating “aha” moments in how you view your financial plan. To them, failure to plan is not an option.
Retirement income planning
Wealth Management
Tax-efficient strategies
Social Security maximization
Estate & legacy planning
Life insurance
Comprehensive financial planning
Long-term care
Disability insurance
Your every dollar needs to be examined individually, so it can perform at its highest and best use.
That’s where TJF Retirement Strategies comes in.
*TJF Retirement Strategies does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
*We are not affiliated with the US Government or any governmental agency. Please visit www.ssa.gov for guidance on your individual situation.
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. TJF Retirement Strategies, BFCFS and BFC Planning, Inc. are independent entities. Important Disclosures and Privacy Policy.
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 the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-8889 | 20642 - 2020/12/28