Tools you can start with when you’re planning.

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Capital Synergies and BFCFS are independent entities.

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 available only to residents of  AZ, IL, Fl, WI.

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to making an investment decision.  

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

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. 19948 - 2020/3/26

Privacy Policy and Disclosures | Form CRS