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Plan For Your Future

Planning for an abundant retirement 

When you visit Rose Bertram's office, the first thing you'll notice is a rose on her desk. Often, it is from her own garden. It's a distinctive personal touch symbolic of a retirement planner who cares personally and deeply for her clients. 

As an experienced, knowledgeable, and independent financial advisor, Rose has been helping Fond du Lac residents plan for and enjoy retirement since 1996. Her comprehensive financial and retirement planning services can help you preserve and grow your nest egg, and find solutions to every aspect of your financial life.

 Rose understands your concerns, and isn't afraid to pull up her sleeves to address them. Whether it's providing trusted and knowledgeable advice, educating you on your options, or following up with exceptional customer service, Rose works hard to preserve and enhance your financial well-being.

you have the financial ability and financial confidence to do what you wish. That is, you can live (and optionally, work) on your own terms. How close are you to that kind of retirement?

Rose can meet with you to review your investments and learn about your current finances, your income needs and your financial objectives. With this knowledge, she can help you determine ways to plan for greater degrees of financial independence.

Rose confidently walks you through the decision-making process, taking the time to make sure you understand your options and solutions.

It is so easy to begin the conversation - simply contact her today.