With market volatility, economic concerns, and ever-changing tax codes, retiring today is challenging. Many people today are not prepared for retirement. The next big market downturn could cause retirement to be delayed or force retirees to go back to work. Remember those dateline stories in 2008 talking about these stories? History repeats itself because the people that will be affected now were not affected then. As a result, we decided to write this book. We are financial advisors on a mission to change the industry! Our goal is to turn confusion into clarity and see people live their dreams. This is not another book about money — it’s about you, your family and the dreams you have.
This book will walk you through the Dream Retirement Process. As financial advisors, we believe there are 4 simple steps to retirement planning.
This book will walk you through the Dream Retirement Process. As financial advisors, we believe there are 4 simple steps to retirement planning.
This book will give you a behind-the-scenes look at financial advisors and unveil some of the best-kept financial secrets.
You 'II understand how to stay the course or make a change to realize your retirement dream. Therefore relieving yourself of anxiety and confusion.
You are not alone! You need a financial advisor with resources. Thus you will have all the answers you need for your dream retirement.
… avoid potential disaster by reducing their market risk which ensured that their income was guaranteed for both spouses.
… establish a retirement plan that protected their current lifestyle and ensured the legacy they wanted to leave their children and community remained intact.
… avoid potential disaster by reducing their market risk which ensured that their income was guaranteed for both spouses.
… establish a retirement plan that protected their current lifestyle and ensured the legacy they wanted to leave their children and community remained intact.
… created an income plan that allowed them to retire earlier and take more income than they thought possible.
… avoid potential disaster by reducing their market risk which ensured that their income was guaranteed for both spouses.
You can buy the book at any of the major outlets listed below, simply click the icon. For information on purchasing large quantities, please email fullcircle@bertramfinancial.com
If you are simply hoping things will work out, then you don’t have a plan. You have a wish.
It is essential to work with a financial advisor and create a plan that will protect you against the ups and downs in life and ensure your retirement is secure.
These are your golden years — this is your dream — do you really want to leave it to chance?
Think of this book as a “self-check” tool for your plan, and use what you learn to identify and correct any areas of concern as well as how to know if your financial advisor is right for you!
Neither are we!
This is not another book about money — it’s about you, your family and the dreams you have.
We have seen firsthand how bad financial advice and inaccurate information can ruin financial futures and crush dreams. We are on a mission to change the financial industry, to turn confusion into clarity and see people live their dreams.
That’s why we wrote this book.
If you’re retired or getting ready to retire, rest assured that there are solutions to all the concerns you may have about your retirement. You can create and live your dream retirement!
Financial advisors with a combined 40+ years of experience helping thousands of clients create their dream retirement, Bev and Michelle are experts in the industry. They thrive on developing quality relationships with their clients as well as with specialists in other areas so they can help you define what you want and help you get there.
At the core of everything they do is their connection to God, and you can expect that to come through in their work. Honesty, integrity and personal growth are central to their lives and obvious in the work they do with their clients.
