Providing fee-based planning and investment management with more than 25 years of industry experience.
A good financial plan is an important tool within our investment management strategy. Because life changes, our financial plans are designed with flexibility in mind. Click here to read more.
Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Click here to view full disclosure. To view Form ADV Part 2B –Individual Disclosure Brochure for Vicki Renee McConnell, click here.
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Our Mission... We strive to help individuals and couples manage their assets so they are comfortable with where they are, where they are going, and what they can expect from their financial future. We do so by delivering highly personalized investment and retirement plans and services that can be adjusted with life changes.