Michelle Bertram ~ Advisor 🔹 Speaker 🎤 Author 📖 Blogger Email & Phone Number

Mineral Point, Wi

We are advocates for our clients. We are the creators of the DREAM Retirement Process and authors of the book, "Creating Your DREAM Retirement."Our proprietary DREAM Retirement process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around helping you be who you want to be, do what you to do, spend time with those you want to be with be with and have the impact you want to have while protecting yourself from life’s uncertainty. As part of our process, we will create you an integrated blueprint covering all areas of your financial life and detailing what you have including obstacles seen and unseen along with what you need, opportunities available to you to help you meet your retirement goals, live your DREAM and leave a legacy!

Mineral Point, Wi

We believe businesses are the lifeblood to communities: providing needing services, products and jobs. Yet, business owners are subject to many risks and pay high taxes. Being business owners ourselves, we understand! We have built a team of experts to serve business owners in our communities helping them to improve profitability, earn more and keep more! Our mission is to help you create your DREAM Business as you work toward your DREAM Retirement however you would define that and achieve true financial independence. Tax IncentivesThere are tax incentives available for owning commercial property, hiring new employees, and developing new products or procedures. Unfortunately, it is estimated that less than 10% of all companies are receiving all the incentives available to them. Our team uses propriety software to help identify the potential savings and then work to secure those savings for you!Tax Planning for Business Owners Through Capital Preservation Services’ Tax Planning, we will provide you with an income tax and marketing plan that is strategically aligned with the tax code, which places you in a position to be efficiently structured to legally reduce your tax liability. Earn more, Keep More!401k Plans & Retirement and/or Exit Planning for the Business Owner(and key employees)Most business owners are taking on much more risk than they realize with their company 401k plans. We have a couple of partners we work with to take over all the fiduciary liability both investment and administration of the 401k plan, reducing the owner's liability and increasing value to employees by providing employee education and investment advisory services.For the business owner, we have a proprietary, front-loaded retirement program that provides many of the same tax advantages as the 401k with fewer restrictions. When used with business exit planning, it provides massive benefits the both the seller and the buyer. (can include key employees)

Mineral Point, Wi

Big House Ministries has a two missions, Big House teen center and Operation GO Haiti. Big House teen center provides teenagers a place to hang out and encourage growth. Operation GO Haiti currently supports over 125 kids at four orphanages in Haiti. We supply food at each orphanage and sponsorship opportunities for people to connect with an individual child and financially send support for school and basic care needs. We take trips to Haiti to visit the kids at least once a year. You can learn more at www.operationgohaiti.org We also work with a local Pastor who runs Promoval, a training center for business leaders and club for young people to encourage them to live by values.

Missions/Missionary Studies And Missiology

Associate'S Degree, Psychology