Call Us Call Us

Hot Topics 



Market Correction?  What's that?

What goes up, must come down...

This is true with the stock market, there will always be ups and downs, the question becomes, "will you be OK in a down?"

Many people are riding the Titanic Retirement Ship into the sunset. Their Dream Retirement is in view and it looks like nothing will stop them… but a market correction could be the iceberg that sink’s their retirement ship.

The Tax Reform has spurred on the market but we are closer to an iceberg (market correction or bear market) now than we were last year. We don’t know when it will happen but we do know it will happen. The time to prepare is NOW!

Take our Market Readiness Quiz today to see if you are prepared and receive a Market Corrections Survival Kit!

Other Resources:
Warren Buffet - Is he preparing for a market crash?



Register for an upcoming LIVE Event

Request YOUR Complimentary, Signed Copy of Our Book Creating Your Dream Retirement

Enroll in a free eCourse
Dream Process
Retirement TRICKs
Business TRICKs

Submit Your ASK THE EXPERT Question

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.