- About Us
- What We Do
Helping retirees have the retirement they always DREAMED about!
Your complimentary copy of "Creating Your Dream Retirement" is waiting for you! Just tell me where to mail it by filling out the form below, and a signed copy will be in your hands in just a couple of days!
In Bev and Michelle's new book you will find a simple 4-step process that will help you create your Dream retirement.
If you would like to receive your complete DREAM Guide, that includes the book, an eCourse with a personal workbook, please select which guide below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, member FINRA & SIPC and with Redhawk Wealth Advisor, Inc. or AE Wealth Management both SEC-registered investment advisors. Bertram Financial Advisor Services, LLC. Affiliated with Redhawk Wealth Advisors or AE Wealth Management.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.