Bertram Financial

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.