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  • Home
  • Our Team
  • Work With Us
    • Financial Planning
    • Speaking
    • Estate Preservation
    • Tax Planning
  • Blog
  • Resources
    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
    • Life Balance
    • Radio Interviews
    • Friends and Family
    • Virtual Coffee Chat
    • The Retirement Toolkit
    • The Women’s Retirement Toolkit
  • FAQs
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The Collaborative

Best Top 3 Financial Resolutions That You Can Accomplish

By Michelle Bertram | January 17, 2024 | 0
The Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…

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Bertram Financial August 15th Market Update

By Michelle Bertram | August 15, 2022 | 0
Tax Talk

Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…

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Green Money: Finance’s Hidden Gem

By Michelle Bertram | April 27, 2022 | 0
Green Money: A Financial World's Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…

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Credit Card Processing & Savings

By Michelle Bertram | July 26, 2021 | 0
Credit Card Processing & Savings

Credit Card Processing & Savings: Almost every business owner has to deal with credit card processing and there is little regulation or transparency in this industry. Join us as our…

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The Collaborative: What Is A PEO?

By Michelle Bertram | January 14, 2021 | 0
The Collaborative - Taxes

The Collaborative: What Is A PEO? Michelle Bertram: We’re going to be talking today with Mike Kollath. He is a CPA and entrepreneur, and if I have to put it…

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Get a Grip on You Business: Intro to EOS

By Michelle Bertram | December 29, 2020 | 0
The Collaborative - Taxes

Get a Grip on You Business: Intro to EOS     Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and…

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The Collaborative – Tax Incentives

By Michelle Bertram | October 21, 2020 | 0
The Collaborative - Taxes

Michelle Bertram  We’ve been talking a lot about taxes the fast few weeks and how it affects individuals, business owners.  I wanted to bring on another specialist today, Clark Stover.…

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The Collaborative – Advanced Tax Planning

By Michelle Bertram | October 20, 2020 | 0
The Collaborative - Taxes

The Collaborative – Advanced Tax Planning Michelle Bertram: Alright, everyone. So taxes are becoming a hot topic. It’s always this time of year with a lot of the extension deadlines…

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The Collaborative – Taxes

By Michelle Bertram | September 18, 2020 | 0
The Collaborative - Taxes

Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…

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Recent Posts

  • Steady Through the Storm: Finding Calm Amid Global Tensions
  • Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
  • The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
  • A Balanced Look at This Investment Strategy
  • Don’t Overlook This One Thing in Retirement Planning: Survivor Income

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Bertram Financial

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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.

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