Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment Advisory Services offered through BFC Planning, Inc. GS Wealth Management, BFCFS and BFC Planning, Inc. are independent entities and do 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.

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. There can be no assurance that any specific investment strategy will be profitable. Past performance is no guarantee of future result.

Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy

15443 Knoll Trail Dr., Suite 110
Dallas, TX 75248
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.