Bertram Financial

About Us

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 product