Of the many principles that guide our work, the most important is trust. That means we start with listening to our clients, before speaking. Our goal is to understand you, your needs and expectations. Before offering any recommendations, we carefully consider your liquidity, risk tolerance, income requirements and time horizons.
We ensure that all of our clients meet or exceed their retirement objectives, by developing individually tailored lifetime retirement plans that ensure you will never outlive your income, no matter the market direction or how long you live. Our mission: To Protect and Grow Family Wealth! We are an independent financial planning firm in south Oklahoma City. We focus on creating income plans and operate as fiduciaries that serve our clients for their best interest. We offer insurance investments through Retirement Solutions, LLC and securities through Investment Strategies, LLC. We have been named as one of the Top 5 Financial Planners from The Oklahoman Reader’s Choice Awards for the last six years. All three of our advisors have been on local news stations and contributed to national news stories. We record weekly podcasts on a variety of retirement planning and financial topics and regularly host educational seminars on retirement planning, social security benefits and investments.
Retirement Solutions, LLC
Brad and Carrie Bertrand founded the company that is now Retirement Solutions in 1998. It is through this company that all insurance related products and services are offered.
Investment Strategies, LLC
We strongly believe in being held to a fiduciary standard; so much so that since 2007 we have operated within a RIA firm, Bertrand Wealth Strategies. At the beginning of 2017, Rhett Wood purchased Bertrand Wealth Strategies and changed the name to Investment Strategies, LLC. Through Investment Strategies we provide planning services and investment vehicles and do so with the clients’ interests always placed first.
Founder & President, Retirement Solutions, LLC
Brad Bertrand began working in the financial services industry in 1984. He has an MBA and a Baccalaureate in Finance with Summa Cum Laude honors. Over his many years helping people create lifelong financial security, Brad realized that his job was not just to help individuals enjoy financial peace of mind, but also to help families achieve a lasting legacy that can continue for generations. As a result, Brad creates retirement plans that: 1) are easy to understand, empowering his clients to make informed, strategic choices that help them achieve their lifetime goals and dreams; and 2) projects the inheritance that will pass on so that proper distribution and estate plans can be prepared. He has been married for 24 years, has two daughters and his family attends Blanchard Church of Christ.
President, Investment Strategies, LLC
Rhett Wood was recruited to New York Life in 2011 where he worked for two years. During this time, he received both his insurance and security licenses. Rhett graduated with a Bachelor of Science from Southern Nazarene University. In 2013, Brad asked Rhett to join him at Retirement Solutions and Investment Strategies. He believes that God has led him to the financial services industry. Rhett has a passion for helping others reach their retirement goals, because of this he conducts numerous retirement planning programs and has been featured on many local television and radio stations. He serves his clients in a fiduciary capacity as an Investment Advisor Representative and also as a licensed Insurance Agent. He attends Woodland Hills Baptist Church and is not married.
Investment Advisor Representative, Investment Strategies, LLC
Mark Rose joined the team in 2015. He is a native of Ardmore, OK and earned both his bachelor’s and master’s degrees from The University of Oklahoma. Mark serves his clients in a fiduciary capacity as an Investment Advisor Representative who holds his Series 65 Securities License, specializing in Social Security maximization and retirement planning. Mark has a strong background in teaching and enjoys helping his clients learn about retirement planning. He has been married for 23 years, has two daughters and attends Emmaus Baptist Church in South Oklahoma City.