Creating Peace of Mind in Retirement
~ Brad Bertrand, Rhett Wood, Mark Rose
This book will show you the importance of creating a strategic, thoughtful plan for your financial future and explain our process of working with clients.
Financial peace of mind in retirement is not achieved by accumulating assets. Rather, it is achieved by establishing sustainable income streams that are sufficient to maintain your standard of living. The first and perhaps most crucial step in your planning process is selecting a financial professional. You should choose an advisor who is obligated to a fiduciary standard and who must do what is best for you and your family. At Bertrand Retirement Solutions, our mission is to provide each client with financial peace of mind. As fiduciaries, we achieve this mission by creating and updating a comprehensive, customized retirement plan called a Lifetime Income & Growth Plan. This book will show you the importance of creating this strategic, thoughtful plan for your financial future and explain our process of working with clients.