Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Linkedin-in Facebook-f Youtube
schedule a virtual coffee chat
Free Financial Plan

Getting Real with a Financial Advisor - Answering the Tough Questions

The Dream Retirement Blog

Try our
Featured blogs
Correlation vs diversification by bertram financial
Try our latest Insights
Does Indexing Work? 
Does Indexing Work? 

Does Indexing Work? Using an indexing strategy the right way is similar...

Read More
Does Indexing Work? 
Does Indexing Work? 

Does Indexing Work? Using an indexing strategy the right way is similar...

Read More
senior old couple on the beach - life insurance - bertram financial
Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Read More
senior old couple on the beach - life insurance - bertram financial
Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Read More
Information Equals Power and Sophistication
Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Read More
Information Equals Power and Sophistication
Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Read More
Professional Management Equals Better Returns
Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Read More
Professional Management Equals Better Returns
Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Read More
More Risks Equals More Rewards
More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Read More
More Risks Equals More Rewards
More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Read More
Power Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan

Power Hour: The New Proposed Tax Plan In this month’s market update,...

Read More
Power Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan

Power Hour: The New Proposed Tax Plan In this month’s market update,...

Read More
Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands
Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands

Picture this: You’re sitting at your kitchen table in late December, coffee...

Read More
Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands
Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands

Picture this: You’re sitting at your kitchen table in late December, coffee...

Read More
December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

Read More
December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

Read More
We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL