- About Us
- What We Do
If you do, your not alone. We hear people just like you tell us all the time that retirement planning is so confusing. Everyone has so some many questions… Do I have enough to retire? How much do I need to retire? How do I create retirement income? How do I know I won’t fun out of money? When do I start taking social security? When do I have to take withdrawals from my IRA’s? How do I roll over my 401k and should I? What is going to happen with the stock market?
No more! It’s time for answers! It’s time to turn confusion into clarity! That’s why we are creating the DREAM Retirement column.
Our goal with this column is to answer your questions and help you create your DREAM Retirement. The world in which we live is filled with noise, media noise. If you type in a question on google, you get thousands of answers, how do you know where to turn, who to trust.
How do you sort thru all the noise to find the information you need? The nugget of wisdom that will enable you to live your DREAM?
You turn to your trusted paper, your local connectors, your hometown heros! The Dodgeville Chronicle has partnered Bertram Financial to answer your retirement questions!
Each week, we will answer retirement questions submitted by you! We want to see you live your DREAM!
229 High St.
Mineral Point, WI 53565
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.