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.
Kindness Is Contagious – 4/30/25
Sarah Tachon of Kindness Is Contagious shares her recent experience of putting a loved one in a nursing home and the peace she felt when she witnessed a stranger being kind to her family member.
April 30, 2025
Read more