What We Do

Wealth Management

At Betcher Financial Group, we take pride in a disciplined, unbiased approach in understanding each client’s investment goals and needs.  We focus on managing risk through *protected growth strategies and *insured income options, when designing a portfolio to fit your objectives.

*Variable annuities are sold by prospectuses, which contain more complete information including fees, contingent deferred sales charges and other costs that may apply. Contact your registered representative to obtain current prospectuses. Please read the product and fund prospectuses carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses of the underlying variable portfolios carefully before investing.


Our firm specializes in business insurance planning, tax-favored retirement funding, as well as income and wealth replacement strategies. It is our belief that the foundation of a solid financial plan should be insuring against loss of income, while protecting your family, business, and assets.

Retirement Planning

The professionals at Betcher Financial Group understand that no two people are the same, which is especially true when planning for retirement.  That’s why we take an in-depth, goal-oriented approach when discussing your retirement needs.  We understand that, as you grow in life, things around you are constantly changing.  We want to make sure you live your life with certainty that no matter what the future holds, you will be prepared.  Additionally, we make sure you have a comfortable and secure retirement.

Estate Planning

At Betcher Financial Group, we work with your current advisors and our vetted team of estate planning attorneys to help ensure you have a properly structured estate plan.  Our goal is to provide you with expert advice and guidance, utilizing our team of professionals in order to pass your estate down to your heirs efficiently.


The complexity of business planning can be very overwhelming.  Our objective is to educate you, while providing a plan that is easy to understand and that covers all areas of concern.  At Betcher Financial Group, we work with business owners to protect themselves, their employees, and their companies.  With our extensive experience in corporate structuring, employee benefits, and succession planning, we work with you to grow your business.

Charitable Strategies

For many successful people, charitable giving plays an important role in estate planning.  Philanthropy provides great personal satisfaction, but also provides income tax deductions. At Betcher Financial Group, our team of specialists will help you maximize the gifts that you give and the benefits they provide.

Pension Buyout

Our team at Betcher Financial Group specializes in pension buyouts.  We are here to help you make an informed decision that will best suit your retirement needs.