While most people know what a fee-based financial advisor is, few know of the full breadth of services that a financial advisor offers. Below I’ve listed some of the things we as financial advisors CAN do, as well as some of the things we CAN’T do.

What a financial advisor CAN’T do
(no matter what they may tell you)
    What a Fee-Based Financial Planner Can and Can't Do

  1. We CAN’T predict the future
  2. We CAN’T tell you when the next downturn in the market will be
  3. We CAN’T tell you when the economy will get better until after it has

However, a fee-based financial advisor like Betzel Wealth Advisors CAN and WILL do everything he or she can to EDUCATE and EMPOWER you with knowledge of the markets and your investments. A financial advisor’s goal should be to give you the peace of mind to make you a CONFIDENT investor, so that you’re not constantly worrying about 1, 2, and 3 above.

What a financial advisor CAN do…
  • Retirement Planning
  • Tax Reduction Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning
  • Educational IRAs
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance