Bev and Michelle are the dynamic mother-daughter financial advisor team of Bertram Financial. They are a leading authority in retirement planning with anunique approach of blending personal purpose with finances. Both are licensed insurance professionals and Investment Adviser Representatives serving as fiduciaries to their clients. Together, they have more than four decades of combined financial planning experience working with thousands of individuals and couples throughout the Midwest. They created a proprietary system that guides people through all aspects of retirement planning, such as investment positioning, income planning, tax laws, estate preservation, and legacy planning.
After seeing firsthand how wrong financial information can ruin financial futures and crush dreams Bev and Michelle decided something needed to change! So they became financial advisors on a mission to change their industry! Their goal is to turn confusion into clarity and see people live their dreams. That’s why they wrote the book, “Creating Your Dream Retirement.” It’s not another book about money — it’s about you, your family, and your dreams.
The first relationship we value is our relationship with God. Therefore we strive to honor Him in all we do. In addition, we believe in open and honest communication while being an encouragement. Building relationships with clients and business partners who are likable, coachable and ethical is also important.
Finally, we believe in giving back and being a good steward. A big part of that, we feel, is taking care of the poor, as there are thousands of scriptures referring to this very topic. Thus, we give to different organizations on a local and international level, but the greatest by far is our Operation Go projects in Haiti, which include three orphanages.
We collaborate and partner with tax and legal professionals for estate planning, business planning needs and tax planning. We also have various product specialist on our team who ensure we have access to the best financial vehicles available. They also help with case design for unique situations.
