Retiring in the next few years? This is your MUST READ.
The Ultimate Checklist TO HELP NAVIGATE Retirement
Reference this on your journey toward a work-free life.
Inside this FREE guide, you’ll discover:
- 22 important questions that could change the course of your retirement
- Commonly overlooked “danger zones” in your current strategy
- The steps you could take in the years leading up to your work-free life
Retirement is waiting. Let us help you prepare for your retirement dreams.
Michelle and Bev
Bertram Financial
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Content prepared by Snappy Kraken.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.
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Your answers to these 22 questions could define your retirement lifestyle. See what they are now.
FREE GUIDE
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Are you prepared for your NEXT adventure?
The Ultimate Checklist TO HELP NAVIGATE Retirement
FREE GUIDE
We never spam. By clicking this button, you consent to be contacted by Michelle Bertram by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.