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Free yourself. Dream Big. Live Well.
Our Be Free Process
Ready to get started? We guide each client by working through our BE FREE process. This process empowers you to plan, protect and pursue your retirement goals!
B – Begin
Schedule an initial complimentary 30–60-minute consultation.
E – Enlighten
Tell us about you, your story, hopes, and goals.
F – Focus
We look at your current financial life and determine with you what’s working and what’s not. This phase will help both you, and us, to focus on what matters.
R – Reimagine
We design the strategies to help improve your situation and increase your chances of success.
E – Enhance
We put the agreed-upon strategies into your overall financial and retirement plan and help ensure that they will connect your now to your future.
E – Evaluate
We conduct ongoing monitoring and reviews and adjust as needed.
Ready to create customized financial strategies?
We have holistic, comprehensive service offerings that support our clients diversified and ever-changing needs.
Are you ready to experience freedom?
Plan, protect, and pursue your dreams with Freedom Financial Group. Schedule a complimentary consultation today.
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Contact Us
Location Information
Bismarck: 212 N 2nd St, Bismarck ND 58501
Minot: 701 31st Ave SW Minot ND 58701
Jamestown: 920 10th St SE, Ste A Jamestown ND, 58401
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Freedom Financial Group is independent of BFCFS and BFC Planning.
Licensed to sell Insurance in the following state(s): AK, AZ, FL, GA, IL, KS, MD, MI, MN, MT, NC, ND, OK, OR, PA, SD, TX, WI
Registered to sell Securities in the following state(s): AK, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, MT, NE, NM, NC, ND, OK, OR, PA, SD, TN, TX, WI
*Our firm does not provide legal or tax advice. We partner with unaffiliated tax and legal professionals to coordinate your overall plan. Be sure to consult with your own legal, tax and health 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.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
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