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  • Home
  • Our Team
  • Work With Us
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    • Estate Preservation
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    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
    • Life Balance
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    • Virtual Coffee Chat
    • The Retirement Toolkit
    • The Women’s Retirement Toolkit
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Posts Tagged ‘#financial_planner’

Different Types of Advisors and how to choose the right one

By Michelle Bertram | January 3, 2024 | 0
Different Types of Advisors and how to choose the right one

Different Types of Advisors and how to choose the right one  Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a…

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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, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

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