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Posts Tagged ‘Plan’

The SECURE Act, and the Demise of the Stretch IRA.

By BAM | January 21, 2020 | 0

The SECURE Act, and the Demise of the Stretch IRA. One important estate planning door recently closed. Are you prepared for the future? Topics of discussion will include: •…

The SECURE Act, and the Demise of the Stretch IRA.

By BAM | January 21, 2020 | 0

The SECURE Act, and the Demise of the Stretch IRA. One important estate planning door recently closed. Are you prepared for the future? Topics of discussion will include: •…

2020 Social Security Update

By BAM | January 14, 2020 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2020 Social Security Update

By BAM | January 14, 2020 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2020 Social Security Update

By BAM | January 14, 2020 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2019 Social Security Update

By BAM | December 19, 2019 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2019 Social Security Update

By BAM | December 19, 2019 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2019 Social Security Update

By BAM | December 19, 2019 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2019 Social Security Update

By BAM | November 27, 2019 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

2019 Social Security Update

By BAM | November 27, 2019 | 0

Discover Keys to Enhance your Social Security Benefits If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of…

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Check the background of this firm on FINRA'S BrokerCheck

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.

Interpretations and organization of these ideas are the confidential thoughts of Scott Barcomb and do not represent the opinions of Berthel Fisher & Company Financial Services, Inc. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset Management is independent of BFCFS.

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 this website to individuals residing in states where we are currently registered. We are licensed to sell securities in California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Maine, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board off Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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