Please do not put off future planning

Retirement lifestyle is in you hands. Attend an upcoming dinner seminar.

Do you have confidence in your retirement strategy? Or are you a gambler willing to let wishes and hopes replace actual planning? Please allow us to present some ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.

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Helping you create your
Dream Retirement.

Retirement is confusing. It is not just about finances - it’s also about family and the dreams you have. We help you bring all those DREAMS to Reality through our simple DREAM Retirement Process.

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Dream Retirement Process

4 Simple Steps to help you
Create your Dream Retirement

Being the person you want to be, doing the things you want to do, spending time with the people you want to be with and having the impact you want to have while being protected from life’s uncertainties.

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Our Dream

Our Dream is to help you Live your Dream in your Golden Years.

Meet our DREAM Team

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"Creating Your DREAM Retirement"

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Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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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, member FINRA & SIPC and Redhawk Wealth Advisor, Inc. respectively. Redhawk Wealth Advisors Inc. is an SEC-Registered Investment Adviser.

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.