Creating Your Dream Retirement: How to Live Your DREAM and Leave a Legacy - Paperback

by Michelle Bertram (Author), Bev Bertram (Author)

Will Your Retirement Be a DREAM?
You've heard the horror stories of financial advisors with sales quotas cramming retirees' money into inappropriate products and services without regard to their client's retirement goals and feelings about risk. Maybe you've encountered the well-meaning advisor who says "You're fine, you'll be fine," when asked "Will I be able to retire?" but who can't even tell you the level of risk in your portfolio. This is not the way Bev Bertram and Michelle Bertram operate. Using their unique DREAM Retirement Process, Bev and Michelle will

• Help you really identify what retirement means to you, understanding that if you don't know where you're going, there's no way to guarantee you'll get there.

• Overhaul your wealth engine against leakage due to taxes, risk, hidden costs and knowledge gaps.

• Put together a solid plan of action that best serves your unique goals and dreams, including securing the legacy and values you want to leave behind.

• Stay with you over the long haul to evaluate and modify the plan where necessary to ensure the retirement income you need.

Author Biography

Beverly Bertram is a financial educator, speaker, and retirement income specialist. Bev teaches retirees and pre-retirees how to protect their principal and ensure their money lasts a lifetime. The founder of Bertram Financial, Bev has over 30 years of experience in financial planning. She lives with her husband Mike on a small farmette in Mineral Point, Michigan. Michelle Bertram is a financial educator, speaker, author and wealth planner. She shares her financial wisdom as a regular radio guest, and has instructed many groups of pre-retirees, including employees of John Deere, Land's End, Wisconsin State and the Federal government. Michelle lives with her two adopted sons, Asa and Asher, in Mineral Point, Michigan.