H. Bradley Bertrand

 

H. Bradley Bertrand - Professional Summary:    

I have over a 12 years experience in financial and retirement planning, focusing on safe investments that provide growth and lifetime income. My clients primarily are individuals approaching retirement or are already retired.

 

 

H. Bradley Bertrand - Professional Experience:     

I have an in-depth understanding of the financial challenges that people are facing today. My targeted strategies and solutions help individuals reach their financial goals; ensuring never to outlive their income streams and assets are safely protected for peace of mind.

 

Bringing insight and clarity to complex topics, I have had the opportunity to host over a hundred educational workshops, and have spoken on numerous radio programs and at public forums. I generally cover topics ranging from employer-sponsored plan rollovers (i.e. 401k, 403b, TSP, IRA's), income & distribution planning, asset protection, to tax reductions and Roth conversions.

 

 

 

 

 

H. Bradley Bertrand - LookupPage

Bertrand Retirement Strategies
Helping individuals make the right financial decisions and build income streams that cannot be outlived; securing financial peace of mind during retirement.

The Retirement Blawg
H. Bradley Bertrand's guide to pre-retirement and retirement planning - including tips and advice on wealth management and asset allocation.