Pictured from left-to-right: Nick Hartshorn, Jessica Archey, Casey Cook, Kurt Bethke, Levi Kautz, Jaime Bartholomew, Nick Langefels
Commitment to Excellence
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.
Kurt D. Bethke helps individuals and families define their financial objectives for retirement, college education, insurance and estate planning considerations. Kurt and his team of network specialists also provide small business owners with comprehensive products and services for employee benefit programs, key person retention issues and business succession strategies. As your Wealth Management Advisor, he will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
Achieving financial security prior to and during retirement requires a strategy that diversifies, grows and preserves your wealth. Kurt’s planning process is ongoing and combines a needs-based approach with statistical modeling that is designed to address a variety of possibilities that can impact your situation. Ultimately, Kurt and his team deliver solid, balanced solutions to help you achieve a financially secure and predictable retirement. This comprehensive planning approach includes a suite of tailored solutions for optimizing your income while managing the key risks that could challenge your financial security.
Let Kurt Bethke and his team help you ensure your financial future is all you want it to be.
Areas of Interest
- CollegeAmerica — Learn more about saving for college.
- Access your American Funds information here.
