Please do not put off future planning

Retirement lifestyle is in you hands. Attend an upcoming dinner seminar.

Do you have confidence in your retirement strategy? Or are you a gambler willing to let wishes and hopes replace actual planning? Please allow us to present some ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.

Fill out the information below to register for an upcoming dinner event.

Which event would you like to attend:
Name:
Phone:
×
Call Us Call Us

Helping you create and live your Dream Retirement

Retirement planning can seem confusing. It is not just about money - it’s about why that money is important, it's about you, your family and the dreams you have. We turn confusion into clarity through our simple DREAM Retirement Process, this is not a one size fits all plan but a process customized to you with the retirement planning strategies that you need to make your Dreams a Reality!
Listen NOW to The DREAM Retirement Show on 

GET YOUR BOOK

Enjoy a complimentary signed copy of our book,
"Creating Your DREAM Retirement"

START A FREE ECOURSE

Uncover the Retirement TRICKs

Ask the experts

Submit your questions for the DREAM Retirement Column

Dream Retirement Process

4 Simple Steps to help you
Create your Dream Retirement

Being the person you want to be, doing the things you want to do, spending time with the people you want to be with and having the impact you want to have while being protected from life’s uncertainties.

Our Dream

Our Dream is to help you Live your Dream in your Golden Years.

Meet our DREAM Team

Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Name*:
Phone Number*:
Email Address*:
Comments:

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.