Bertram Financial Group, based in Dodgeville, WI, offers secure and confident financial guidance tailored to help midwesterners navigate retirement with ease. With over four decades of combined retirement planning experience, their dynamic mother-daughter financial advisor team, Bev and Michelle, are dedicated to providing clarity, assurance, and peace to clients seeking complete financial security for their lives.
Through their proprietary Dream Retirement Process, Bertram Financial focuses on helping clients achieve simplicity and confidence during their retirement years by aligning personal purpose with financial goals. As award-winning advisors and authors, Bev and Michelle are known for their unique approach of blending personal values, lifestyle aspirations, and financial strategies to help individuals create a fulfilling retirement lifestyle.
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