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  • Work With Us
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Estate Preservation

Post Friday Focus Summary

By Kristian Pulanco | September 13, 2023 | 0
Bertram Financial - Post Friday Focus Summary

The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…

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3 Goals of Estate Planning, Part 3 – Distributing Assets

By Kristian Pulanco | August 23, 2023 | 0
Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.

We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved ones, if you’re…

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3 Goals Of Estate Planning Part 2 – Planning For Incapacity

By Kristian Pulanco | August 18, 2023 | 0
Part 2 - Planning For Incapacity

3 Goals Of Estate Planning Part 2 – Planning For Incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main…

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Estate Planning Spotlight – Taking Care of Loved Ones

By Michelle Bertram | June 18, 2023 | 0
Splash Image for Estate Planning Spotlight: Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…

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3 Ways to Use Life Insurance In Your Estate Plan

By Michelle Bertram | May 16, 2023 | 0
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…

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Estate Planning Spotlight – Feb 28

By Michelle Bertram | February 28, 2023 | 0
Estate Planning Spotlight - Feb 28

Estate Planning Spotlight – Feb 28: If you think about the medieval period, what comes to mind? For me, it’s kings, queens, knights, and castles with moats. I was just…

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Jim Kackley’s DREAM Story

By Michelle Bertram | January 17, 2023 | 0
Jim Kackley's DREAM Story

DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…

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The Greatest Gift of Christmas

By Michelle Bertram | December 20, 2022 | 0
The Greatest Gift of Christmas

Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…

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Work With a Trusted Advisor!

By Michelle Bertram | October 31, 2022 | 0
Work With a Trusted Advisor!

Work With a Trusted Advisor! Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner…

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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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  • Tax Talk – Reducing Estate Taxes
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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.

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