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Posts Tagged ‘#retirement_planning’

Year-End Planning: What’s Important and What’s Not

By Michelle Bertram | December 6, 2023 | 0
Year-End Planning: What's Important and What's Not

As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…

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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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