Bertram Financial

Services Offered

• Retirement planning
• Investment management
• Financial planning
• Educational resources

About

Bertram Financial is a financial planning firm located in Mineral Point, Wisconsin, led by the mother-daughter team of Bev and Michelle. They specialize in retirement planning and offer a unique approach that blends personal purpose with financial strategies. Their insights have been featured in national media, and they provide various resources, including a blog and a weekly podcast focused on retirement topics. The firm serves individuals and families seeking guidance on financial planning and investment management.

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Business Information