- About Us
- What We Do
We believe in the value of relationships
The first relationship we value is our relationship with God. We strive to honor Him in all we do.
As financial advisors, we believe in the value of relationships with our clients and seek to understand their needs, goals, and desires as we develop financial strategies for them. We are deeply rooted in the concept of excellence and personal service in the financial planning process. We believe in open and honest communication, creating a family environment and having fun with people who are likable, coachable and ethical.
We believe in the value of coaching.
We also believe in the value of coaching, growth, and learning — both for our clients and ourselves. We continue to further our knowledge each year by attending multiple coaching and training events. We believe in a humble attitude, an open mind, a commitment to take action and passion for a purpose. We believe coaching helps us all grow and make the impact we want to make.
We believe in the value of a team and a macro-financial strategy.
We also believe in macro-financial planning and the value of a team approach. In macro-financial planning, all areas of a financial strategy are reviewed, including investment and income goals, tax, and estate planning, risk management, and insurance coverage. In order to provide a macro-financial strategy, we work with other professionals such as CPAs, attorneys, money managers and other financial advisors.
By Beverly Bertram and Michelle Bertram
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.