Roth conversion strategy call

Bering Financial specializes in arming clients with knowledge and awareness about their money that empowers them to make better financial decisions for their family and their future.

Thomas Patrick Smith (dba Bering Financial, LLC) is an Investment Advisory Representative of Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is not affiliated with Bering Financial, LLC. Investment Advisory Services and securities are offered through Legacy Wealth Management, LLC, a registered investment advisor with the Securities and Exchange Commission (SEC):

Legacy Wealth Management, LLC

13965 W Chinden Blvd, Suite #100, Boise, ID 83713

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Legacy Wealth Management, LLC will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

Please note that Patrick Smith, Bering Financial and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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