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  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Financial Personalities
    • Register for First Friday Focus
    • White Paper Archives
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
    • Radio Interviews
    • Download Our free Ebook – Color of Money
  • Contact

White Paper Archives

2023 White Paper Archives

May 2023: 10 Tips to Help Empower Women Investors (PDF)

April 2023: Tax Strategies for Retirement: Buckets Create Tax Choices (PDF)

February 2023: Fixed Indexed Annuities: Consider the Alternative (PDF)

January 2023: 6 Secrets to a Happy Retirement (PDF)

2022 White Paper Archives

September 2022: A New Look on Life: Life Insurance as an Asset Class (PDF)

August 2022: Will A Recession Rob Your Retirement? Four Things to Check Now (PDF)

Bertram Financial

Contact Us

Phone: 608.987.1511
Email: fullcircle@bertramfinancial.com

Our Location

229 High St.
Mineral Point, WI 53565
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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.

The information posted on Bertram Financials’ social media sites (“Sites”) should not be construed as a specific recommendation by Bertram Financial, its principals, or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice.

Any opinions expressed on Bertram Financials’ Sites are as of the date of publication and are subject to change. Information that Bertram Financial shares on such Sites is taken from sources that Bertram Financial believes to be reliable, but is not guaranteed by Bertram Financial for accuracy or completeness.

Bertram Financial is not affiliated with the sites on which we may post and has no control over how LinkedIn, Facebook, Google+, or other third parties will use the information shared on the Sites.

We recommend you read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to these.

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