Photograph by Andrew Doench
For over 30 years, we’ve partnered with women, young individuals, and those approaching retirement to “take control” of their finances and build confident, intuitive financial futures. We provide clear, straightforward guidance on your retirement concerns with a unique blend of simplicity and assurance. Our approach creates investment strategies that help minimize risk while maximizing returns and develops a strategy to ensure you have a reliable income stream throughout retirement. We also provide insight on managing potential healthcare expenses strategically and offer solutions to protect your assets from the high costs of long-term care.
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.
8240 Beckett Park Dr., Suite B, West Chester, OH 45246, (513) 942-7000, https://capadvisor.net
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