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  • Home
  • Meet Us
  • Work With Us
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    • Book – “Creating Your Dream Retirement”
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    • Virtual Coffee Chat
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Posts Tagged ‘#taxtalk’

Tax Talk – The Hidden Healthcare Tax

By Michelle Bertram | October 18, 2023 | 0
Bertram Financial - Tax Talk - The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…

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Tax Talk – Reducing Estate Taxes

By Michelle Bertram | September 20, 2023 | 0
Tax Talk - Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…

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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/.

 

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 this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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