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Ken Venables

118 West 3rd Street, #1
Ottumwa, IA 52501

Phone:

641-682-2135

E-mail:

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Berthel Fisher and Company Financial Services, Inc.

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Considering some important issues now could provide more options in the event of early retirement.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Offers practical holiday shopping tips to save time and money.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to estimate how much income and savings you may need in retirement.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck