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Events and Webinars

LIVE Webinar -
COVID 19 and Your Retirement Accounts 

Will Covid-19 infect your retirement?
What does the new stimulus package mean to you?
3-things you need to do now

Register HERE

Learn how to derisk your accounts and protect your retirement dreams!

Reduce Capital Gains Tax with the Opportunity Zone ~ On-Demand Webinar

Little Known Tax Secrets the Wealthy Use that Can Save You THOUSANDS 
On-Demand Webinar


Opportunity Zone

Reduce Capital Gains Taxes with the Opportunity Zones, created in with the recent tax reform. 


The Market – Normal is Scary

The market has been on a long bull run, will it continue or will is a crash coming? Most importantly, will you be ok either way? What if the market returns to normal?

  • What is a normal market?
  • How do I protect myself against market risk and other risks?
  • Common Portfolio Wisdom Axioms (Click here the for Common Portfolio Wisdom Quiz)

If you are retired, plan to retire or just want financial security to do what you want, when you want, with who you want, this is for you! In 30 Minutes we are going to uncover all the risks you face, including market risk and show you how to protect your retirement.

Little Known Tax Secrets the Wealthy Use that Can Save You THOUSANDS

Discover how the wealthy who make more than you pay less in taxes than you. Reduce your taxes legally! This is not a magic bullet, but it is proven strategies that have been used by years for many and are now even more beneficial after the last tax reform.

There are two systems of taxation in our country, one for the informed, one for the uninformed. Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.
~ Justice Learned Hand

If you’re a business owner this is for you! If you’re an executive, someone tasked with the hard job of both maintenance and growth, this is for you! In 30 Minutes I am going to show 3 ways to legally reduce your taxes!

Join the Informed System! Earn more and keep more!


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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, 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.