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About Our Team

Here’s our story. We look forward to hearing yours.

Bertram Financial

Bertram Financial’s DREAM is to serve individuals and families as well as companies and business owners in developing financial strategies that help them achieve their needs, goals, and desires. We are deeply rooted in the concept of excellence and personal service in the financial planning process. We believe in open and honest communication, creating a family environment and having fun with people who are likable, coachable and ethical.

Beverly Bertram Founder, Author, and Creator of the Dream Retirement Process

Beverly is a well-known financial speaker and holds the Certified Income Specialist (CIS) professional designation. She has devoted her career to educating retirees and pre-retirees how to protect their principal and help ensure their money lasts as long as they do. Bev has counseled thousands of people on how to increase their income, potentially reduce income, estate and Social Security taxes, and help protect their estates.

Bev has more than 30 years’ experience in financial and estate planning. She is a licensed insurance professional and an Investment Adviser Representative, a designation that requires an extensive course of study and passing a comprehensive exam that covers both investment and personal financial issues.

Bev lives with her husband, Mike, on their small farmette in Mineral Point where they raised nine children, including four biological daughters, four adopted daughters and one adopted son. Bev enjoys spending time with her children and grandchildren or enjoying the great outdoors either on foot or horseback.

Michelle Bertram Author and Creator of the Dream Retirement Process

As a financial speaker, author, insurance professional and Investment Adviser Representative, Michelle Bertram has dedicated her career to showing retirees and pre-retirees how to avoid retirement pitfalls.

A top-rated speaker at financial seminars hosted at universities such as the University of Wisconsin-Platteville, she also shares her financial wisdom as a regular guest on radio, including WEKZ-FM. She has worked with many groups of pre-retirees, including employees of John Deere, Lands’ End, Wisconsin State and the federal government.

Michelle earned an associate’s degree in psychology from Ashworth College. She uses her knowledge to help benefit not only retirees and pre-retirees, but also the community through her work with the nonprofit organization she founded that focuses on working with local youth and supporting orphanages in Haiti.

Michelle lives with her two adopted sons, Asa and Asher, in Mineral Point. She enjoys spending time with her boys and cheering on her favorite sports teams, especially the Pointers and the Badgers.

 

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.