Our Company

Our Goal

Our goal is to understand your financial needs and desires and to get you on the path to achieve them throughout your lifetime.

Our Approach

We construct and present a lifetime income and growth plan that clearly maps your financial future without charge or obligation. We then regularly monitor and update this plan, so you enjoy financial clarity.

Our Recommendations

Your liquidity needs, risk tolerance, income requirements, and time horizon are all factored into your customized plan.

Our Focus

We aim to serve those that are approaching retirement or have already retired and serve their family members as well.

Our Team

We have multiple advisors held to a fiduciary standard and each with specialized areas of expertise that are supported by experienced staff. Together, we serve our established client base and new clients alike.

Our Awards

For over ten years our firm has been voted one of the top five financial advisors by The Oklahoman Reader’s Choice Awards.

Our Origin

Brad and Carrie Bertrand founded in 1998 the company that is now Bertrand Retirement Solutions. They remain active in serving current and new clients and train new financial advisors.

Brad Bertrand

Co-Founder & President, Bertrand 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 added financial peace of mind, but also to help families achieve a 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 on their journey to 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 almost 30 years, has two adult daughters, and together with his wife, Carrie, attends the Blanchard Church of Christ.

Carrie Bertrand

Investment Advisor Representative

Carrie Bertrand, Investment Advisor Representative, has been married to Brad for almost 30 years. She was a high school physics teacher in Texas until she and Brad opened up their investment and retirement planning firm in 1998 in Oklahoma City. Carrie has worked alongside Brad for 23 years in their business, as well as raised two daughters with him. She holds an insurance license as well as a Series 65 license. As a fiduciary, Carrie puts her clients’ interest first in all her financial planning and investment advice. She and Brad work closely to develop lifetime income and growth plans that give their clients added peace of mind and show them how they can develop a plan to have enough income to last their lifetime and enjoy pursuing their retirement goals. Carrie also raises Texas Longhorns and Trakehner sport horses on their family farm in Blanchard, Oklahoma.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bertrand Retirement Solutions, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Investment Strategies, LLC, a Registered Investment Advisor in the State of Oklahoma. Insurance products and services are offered through Bertrand Retirement Solutions, LLC, which are not affiliated. Investment Strategies, LLC, and Bertrand Retirement Solutions, LLC, are not affiliated with or endorsed by the Social Security Administration or any government agency and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Oklahoma or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

When doing business with Carrie Bertrand (CRD# 4953514), investment advisory services offered through the Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser firm.
Insurance and annuities offered through Bertrand Retirement Solutions, LLC. OK Insurance License #100104909.
Bertrand Retirement Solutions, LLC, Impact Partnership Wealth, LLC, and Investment Strategies, LLC, are not affiliated.

Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.

Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

Past performance may not be indicative of future results. Impact Partnership Wealth, LLC, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions.

Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person.

No information or material presented on this website is intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth, LLC, offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website.

Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by IPW are not:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity