Call Us: (319) 447-5700
Welcome to Our Family
At Family First Financial Strategies, we are stewards of your legacy. When you work with our team, we take a collaborative approach to make the complex, simplified. We get to know your unique story, goals and values. Whether you are an individual, a family, business, retiree or near-retiree, we welcome you to our family. We can’t wait to meet you!
Your Reliable Partner
We have been in business for over 35 years. Our succession plan to the next generation of financial professionals means continuity of service for your legacy plans.
Personalized Planning
Your life journey looks like no other, so why should your financial plan? We learn about your goals and values so we can best help you meet them. We get to know the other professionals in your life so we can collaborate on all the pieces to your puzzle.
Values
Our firm is driven to provide professional financial services with honesty, integrity and dedication. Our relationship requires you provide us with the most confidential of personal information, we handle this responsibility with the utmost care.
Serving the financial and retirement needs of Iowa and beyond
As independent advisors, we have total freedom to recommend a wide array of investment products and services.
Wealth Management
Financial Planning
Retirement Income Planning
Tax-Minimization Strategies
Legacy Planning
Insurance Planning
Is your retirement plan built to withstand a bear market?
Download our complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
Why not take a second look at protecting your wealth?
Let Family First Financial Strategies give you a complimentary review of your current plan.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch!
Family First Financial Strategies proudly serves clients nationwide with locations in Cedar Rapids, IA and Phoenix, AZ. We are here to answer any questions or concerns you may have.
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Address:
Family First Financial Strategies
4201 42nd Street NE
Suite 100
Cedar Rapids, IA 52402
Phone:
(319) 447-5700
Email:
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Family First Financial Strategies, BFCFS, and BFC Planning, Inc. are independent entities.
Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy. Please consult your Financial Representative for further information.
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 acting on an investment decision.
Thomas J. Berthel is licensed in all 50 states.
Check the background of your financial professional on FINRA’s BrokerCheck.
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. 22358 - 2022/10/20
BFC Planning ADV Part 2B,
Tom Berthel ADV Part 2B,
Paige Swartzendruber ADV Part 2B
Regulation Best Interest Disclosure