engineered financial strategies

About Beverly and Michelle Bertram

800-768-7925 608-987-1511
229 High St Mineral Point, WI 53565
[email protected]com

Beverly Bertram (Left), Investment Advisor Representative, is a well-known Financial Educator, Speaker and Retirement Income Specialist. Bev has developed a specialty in teaching retirees and those about to retire how to protect their principle and insure their money last throughout their lifetimes. Bev has counseled thousands of pre-retirees and retirees how to increase their income, reduce income taxes, avoid taxes on social security, avoid estate taxes and protect their estate values.

Bev is the founder of Bertram Financial with over 30 years of real life experience in financial and estate planning. She is an Investment Advisor Representative, which required her to complete an extensive course of study and pass a rigorous exam proving her comprehensive knowledge in investment issues and personal financial issues.

Bev lives with her husband, Mike on a small farmette in Mineral Point where they have raised 9 children. They had four biological daughters and then were blessed to adopt four more daughters and one son. Bev’s hobby, when she is not teaching individuals how to obtain more wealth, is spending time with her kids and grandkids or enjoying the great outdoors either on foot or horseback.

 

Michelle Bertram (Right), Investment Advisor Representative, is a well-known Financial Educator, Speaker, Author and Wealth Planner. She shares her financial wisdom as a regular guest on radio, including WEKZ-FM. Michelle is a top rated presenter at universities, including the University of Wisconsin Platteville. She shows retirees and pre-retirees how to avoid the biggest Retirement Pitfalls. As a Financial Educator, she has instructed many groups of pre-retirees, including employees of John Deere, Land’s End, Wisconsin State and the Federal government. 

Michelle has an Associates degree from Ashworth College in Psychology. She has used her knowledge to benefit not only retirees and pre-retirees, but also the community thru her work with the non-profit organization she founded that focuses on working with local youth and supporting orphanages in Haiti. Michelle is also an Investment Advisor Representative, which required her to complete an extensive course of study and pass a rigorous exam proving her comprehensive knowledge in investment issues and personal financial issues.

Michelle lives with her two adopted sons, Asa and Asher in Mineral Point. Michelle’s hobbies, when she is not changing the world, include spending time with her boys and enjoying sporting events, cheering on the Pointers, the Badgers as well as other professional teams.