Services… Did you know?

At 1^st & Main Investment Advisors we strive to be a full-service firm in order to address all of the various financial and risk-management cases clients present to us. Including the services we have outlined in detail on our website, did you know we can help with the following?

Financial Planning
Portfolio Management
Retirement Planning Including IRAs and Roth IRAs
Qualified Retirement Plans Including 401(k) plans, Individual 401(k) plans, SEP IRAs and SIMPLE IRAs
Brokerage and Trust Accounts
Estate Planning
Trust Services
Intergenerational Planning
Wealth Transfer
Tax Planning
Education Savings Plans
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Annuities
Business Services
Charitable Giving
Money Market Accounts
Alternative Investments

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. 1st & Main Investment Advisors, BFCFS, Any Third-Party Content Creators, Gainfully, Inc. and BFC Planning, Inc. are independent entities. Our company makes no representation as to the completeness or accuracy of information provided by Third-Parties. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax and legal implications.

Q4 2023 Financial Management Newsletter

There were several major themes in the broader economic universe last year, several of which were amplified in Q4. All of which have been covered

Fortifying Your Small Business Through a Financial Safety Net

Ensuring the financial robustness of a small business is a complex yet crucial task. A financial safety net can act as a buffer in uncertain

Q3 2023 Financial Management Newsletter

Heading into the final months of the year we have seen bullishness fade as the market is currently in the midst of its fourth selloff

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COLORADO

97 Main Street W103
Edwards CO 81632
Tel: (970) 926-2500

SOUTH CAROLINA

10 Aberdeen Drive
Greenville SC 29605
Tel: (864) 990-2805

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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. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.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 making an investment decision.