Skip to content

Schedule a Virtual Coffee Chat

MENU

Home
Meet Us
Work With Us
- Financial Planning
- Speaking
Blog
Resources
Contact

MENU

×

Home
Meet Us
Work With Us
- Financial Planning
- Speaking
Blog
Resources
Contact

The Checklist Challenge

Get ready to take the Checklist Challenge to see how many items from our list you're able to check off!

Name *

Email *

Checklist Challenge - Financial Advisor Sauk City WI

Client Call - Financial Advisor New Glarus WI

Video Course - financial advisor Fitchburg WI

Couple in boat - Financial Advisor Freeport IL

Want to share this blog page? Click the links below!

Share on Facebook

Share on Linkedin

First Name *
Last Name *

Email *

Phone

Contact Us

Phone: 608.987.1511
Email: fullcircle@bertramfinancial.com

Our Location

229 High St.
Mineral Point, WI 53565
Get Directions

Connect

Disclosures

Privacy Policy
Terms of Use
ADV 2
Ethics Pledge
Social Media Disclaimer
IAPD

Check Us Out

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, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

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 this information contained 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. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

These resources are 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.

The information posted on Bertram Financials’ social media sites (“Sites”) should not be construed as a specific recommendation by Bertram Financial, its principals, or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice.

Any opinions expressed on Bertram Financials’ Sites are as of the date of publication and are subject to change. Information that Bertram Financial shares on such Sites is taken from sources that Bertram Financial believes to be reliable, but is not guaranteed by Bertram Financial for accuracy or completeness.

Bertram Financial is not affiliated with the sites on which we may post and has no control over how LinkedIn, Facebook, Google+, or other third parties will use the information shared on the Sites.

We recommend you read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to these.

Call Now Button