Dream Retirement Process
Retired Clients - Bertram Financial Advisor in Fennimore WI

All financial planning starts with you — what you want.

There are no one-size-fits-all financial plans. Therefore, there are no magic numbers you have to reach to retire. It isn’t just about money. Above all, it is about your why and what’s important to you. All financial planning should start but that is often not the case with many financial advisors.

We created a simple, four-step process to help answer your questions and provide you with clear financial planning. In doing so, we help you live your dream retirement! Each step of this process is designed to guide you to determine exactly what's important to you.

4-steps for financial planning
Four areas - Bertram Financial - Advisor in Spring Green WI

Most financial planning presented today is nothing more than sales gimmicks. Financial advisors often create plans directed to get you to buy a certain product or service. However, your plan needs to be coordinated with all aspects of your financial life. It must include tax planning, cash flow management (including retirement income), investment positioning, and estate preservation.

First, we talk about what you want retirement to look like. After that, we highlight obstacles and opportunities in each area. Lastly, we talk about what you need to overcome the obstacles and take advantage of opportunities available to you.

The key to financial security is having all financial planning aspects coordinated. We outline what needs to be done and any additional next steps.

Ready to Get Started?

One phone call can be the path to easing all of your retirement concerns.

We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL