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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.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How much do you need to save each year to meet your long-term financial goals?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

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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