Our Process

5830 Bond Street, Suite 300, Cumming, GA 30040

Home
About
Investment Strategy
Charts
Resource Center
Client Login
Contact

Our Process

We meet and discuss your investment goals.
We determine your risk tolerance.
We recommend a strategy.
We constantly monitor your account.
We implement changes as needed.

Contact

Office: (678) 679-2450

Mobile: (404) 386-8850

5830 Bond Street

Suite 300

Cumming, GA 30040

Series 7, 63

bdiffly@berthelrep.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC, Investment advisory services offered through BFC Planning, Inc. Trendline trading & Investments, LLC, BFCFS, and BFC Planning, Inc. are independent entities.

Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy

Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states in which the named Registered Representative is licensed. No offers may be made or accepted from any resident outside AL, FL, GA, MA, MD, MS, TN and WA. This social media site may contain links to articles or other information that are contained on a third party website. BFCFS does not endorse or accept responsibility for the content, or the use, of the web site. BFCFS assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages.