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

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.

If you’re retired or getting ready to retire, or if you’re a business owner looking to position yourself to the greatest advantage, rest assured that there are solutions to every concern you may have about your retirement wealth. You can create and look forward to your DREAM Retirement.