Bertrand Financial Solutions, LLC

Description

Brad Bertrand has nearly 25 years of experience in the financial services industry. He specializes in developing retirement and income plans for individuals who are approaching retirement or are already retired.

Individuals and families can expect customized retirement and distribution plans that ensure you will never outlive your income and that remaining assets after death will pass in the most tax-favored manner possible. For businesses, we provide qualified plans with ongoing employee education programs.

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