Then, let your friend or family member know you’d like for them to have the opportunity to talk with us. There’s never any pressure – just a listening ear and thoughtful guidance on their financial situation.
You may also want to introduce your children and adult grandchildren. Many times our clients tell us they wish they would have known about Bertram Financial when they were younger or express concern about what retirement will look like for their kids.
Whenever you make an introduction, we will reach out to your friend or family member to introduce ourselves, ensure they received the free resources we sent and offer to answer any questions they have now or in the future.
To make your introduction, please send their contact info to