An Important Message Exclusively for Women and Wealth
Get Answers to the Financial Questions that Keep Women Up At Night
Get Candid Answers From Mother And Daughter Team of Financial Advisors With Over 30 Years Of Experience!
As Featured On
Here's What You'll Discover In Our
Free Training Video
How to Protect Your Family's Financial Future.
What the Process Should Look Like For YOU!
The MOST IMPORTANT that Advisors Almost Never Ask.
Meet Bev and Michelle
Financial Advisors and Founders of Bertram Financial
Bev and Michelle Bertram are both licensed insurance professionals and Investment Adviser Representatives serving as fiduciaries to their clients.
Together, they have more than four decades of combined financial planning experience working with thousands of people throughout the Midwest.
They created a proprietary system that guides people through all aspects of retirement planning, such as investment positioning, income planning, tax laws, estate preservation, and legacy planning.
