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Michelle and Bev
Bertram Financial
You have spoken to others, meet with a financial advisor a few times, attended events, and searched the web hoping to find answers.
We live in a world of information overload. We have access to more resources and education today than ever before which only leads to more stress when looking for direction.
You don’t know who to trust or what to believe, and you feel like you need a degree in finance to understand it all.
With more than four decades of combined retirement planning experience and after talking with thousands of people in a similar position, we realized all your questions all lead back to one specific desire — having complete financial security for your life. We are here to help you achieve that!
Michelle and Bev
Bertram Financial
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