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Posts Tagged ‘wealth builder’

Are Bonds A Safe Way To Invest?

By Michelle Bertram | August 30, 2020 | 0

Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…

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Can You Afford Long Term Care?

By Michelle Bertram | August 9, 2020 | 0

  On the radio someone texted in a question for me that I want to make sure we answer for everyone. The question was, “How does long term care fit…

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Recent Posts

  • Tax Talk – Reducing Estate Taxes
  • Post Friday Focus Summary
  • Financial Personality
  • Is -“In it for the Long Haul” – A Legitimate Investment Strategy
  • 3 Goals of Estate Planning, Part 3 – Distributing Assets

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Bertram 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/.

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.

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. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

These resources are 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.

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