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