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caring friend 

Friendly and approachable, Rose makes you feel welcome. She greets every client with a smile and often a big hug. A warm-hearted person, she genuinely cares about the lives of her clients. Visiting her is like chatting with a valued friend or family member - you know she will listen to your concerns, and will always have your best interests in mind.

Deep roots

Born and raised in Fond du Lac, Wisconsin, Rose has strong ties to the community. She's a neighbor who cares about the people who live and work the Fond du Lac area. She cultivates close, long-term relationships with each of her clients; they know she'll be there throughout the years to offer dependable, knowledgeable advice.

With Rose's guidance, you can plan for the financial independence that can enable you to do the things you want to do - spend more time with family, travel, pursue lifelong goals, or simply look forward to a financially independent retirement.

A promising future

Rose can help you confidently plan for retirement, pursue your dreams, and live financially independent. Plan for a life in bloom. Give Rose Bertram a call - or send her an e-mail - today.