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.

Meet Our Founder

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.