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Are you under the age of 65?
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Here's an option for you:
This event is currently for individuals under the age of 65.
The strategies presented are tailored towards individuals looking to bridge the health insurance gap before Medicare begins at age 65.
However, we would be more than happy to discuss your financial situation during a free 15-minute call with one of our wealth advisors.
Schedule 15-Minute Call
We have a $500,000 investment minimum to help ensure an optimal client experience. Would you like to continue?
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Yes, I have $500,000 or more in my portfolio.
No, I don't have $500,000 in my portfolio.
Here's an option for you:
We currently have a $500,000 minimum today.
As a fiduciary, this ensures we can provide our clients with an optimal experience based on our services and fees.
However, there is a firm that offers a similar philosophy to Bernicke Wealth Management, which would be excited to assist you with your planning needs.
You can view their services and determine if they are the right fit for you:
Get Started Here
What type of advisor relationship are you looking for?
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I want to partner with an advisor for investment management and holistic financial planning.
I'm still getting a sense of what I need and would like to learn more.
I prefer to handle my own investing and planning.
We don't offer a one-off or hourly option. If you are looking for someone who does offer a one-off or hourly option, Bernicke Wealth Management may not be the best fit today.
Here's an option that may be more in alignment with what you're looking for:
Get Started Here
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Preferred Branch
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Eau Claire, WI
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Learn why you may be able to retire earlier than you think.
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When are you planning to retire?
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Preferred Branch
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Eau Claire, WI
Minnetonka, MN
Twin Cities/Woodbury, MN
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