Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger

Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger Email and Phone Number

I help professionals build a Business Plan for Life so that they can have financial peace, and achieve a higher quality of life both now and in the future by using our simple, 4 step Dream Retirement Process. @ Bertram Financial
mineral point, wisconsin, united states
Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger's Location
Mineral Point, Wisconsin, United States, United States
Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger's Contact Details

Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger work email

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About Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger

We help hard-working professionals develop a plan to make their money work as hard as they do! Personal finance is not about handing your money over to an advisor, or putting it in a retirement plan, and hoping it works out. It's not about diversification. It's about having a plan with the flexibility to deal with changes and life issues.This is the cornerstone of our planning philosophy; we call it a business plan for life. It is based on cash flow, tax, and risk impact, rather than products and investments.Our clients come to us because they needed help:βœ”Reducing taxes both now and in the futureβœ”Planning for protected income in retirementβœ”Creating an investment strategy to reduce risk without giving up potential gainsβœ”Coordinating all their retirement accounts so they are not working against each otherβœ”Protecting their wealth for themselves and their familiesBy creating a Business Plan for Life using our "dream retirement" process, our clients achieve the financial security and clarity they have been looking for in 4 simple steps: πŸ’¬What do you want? All planning starts here. As simple as this sounds, it is often overlooked.There is not a one size fits all answer. Your situation is unique and the answer is unique to you.πŸ’¬What do you have?When you know what you want, we then help you gain a better understanding of what you have. Yes, a financial inventory is a good start, but a spreadsheet isn’t enough. What risks are embedded in your plan? What obstacles are in the way of your goals? What opportunities are available to you? All these combined are what you have.πŸ’¬What do you need?Focusing on products, investment vehicles or tax strategies is like trying to fit a square peg into a round hole. πŸ’¬What to do?The greatest threat is procrastination and the status quo bias!Let’s start with a free review. If what you have is good, it will be obvious, and you will have greater confidence knowing that. But if what you have is not good, you need to understand why. If you’re ready to start today, to define what you want, review what you have, and plan for your future, then send us a message or schedule a 15-min virtual coffee chat. https://calendly.com/michellebertram/15min608-987-1511

Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger's Current Company Details
Bertram Financial

Bertram Financial

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I help professionals build a Business Plan for Life so that they can have financial peace, and achieve a higher quality of life both now and in the future by using our simple, 4 step Dream Retirement Process.
mineral point, wisconsin, united states
Website:
bertramfinancial.com
Employees:
3
Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger Work Experience Details
  • Bertram Financial
    Dream Retirement Creator
    Bertram Financial 2001 - Present
    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!
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  • Bertram Financial
    Business Advocate
    Bertram Financial Jan 2011 - Present
    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)
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  • Big House Ministries, Operation Go
    President
    Big House Ministries, Operation Go 2000 - Present
    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.

Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger Skills

Financial Advisory Retirement Planning Estate Planning Investments Business Intelligence Leadership Financial Education Retirement Life Insurance Fixed Annuities Risk Management Asset Management Strategic Financial Planning Money Management Personal Financial Planning Qualified Retirement Plans Tacticle Money Management Business Solutions

Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger Education Details

Frequently Asked Questions about Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger

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Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger works for Bertram Financial

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Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger's current role is I help professionals build a Business Plan for Life so that they can have financial peace, and achieve a higher quality of life both now and in the future by using our simple, 4 step Dream Retirement Process..

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Michelle Bertram ~ Advisor πŸ”Ή Speaker 🎀 Author πŸ“– Blogger attended Ywam - University Of The Nations, Ashworth University.

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