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. 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.
Meet Our Founder
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.