At Bertrand Retirement Solutions, LLC, we believe in an educational approach, and work hard to help you choose the right retirement path. Here are some services we offer:
Retirement Planning
A personalized written retirement plan is created for every client approaching or in retirement. This complimentary plan is called your Lifetime Income and Growth Plan; it provides a clear map of your future financial journey and is the key to ensuring you will never outlive your income.
Investment Analysis
It is crucial to understand the relative performance, risk, and fees associated with your investment portfolio. We will generate a complimentary, unbiased third-party report by Morningstar that ranks the performance of your portfolio relative to the risk of your investments and identifies ALL the fees you are paying. Then you can make better informed investment decisions.
Social Security Optimization
In order to make the most informed decision about when to turn on your Social Security benefit and which benefit to elect the Social Security Maximization Report is essential.
Roth Conversion
The benefits associated with converting your Traditional IRA and other qualified accounts to Roth accounts are substantial, but it is important to do this in the most tax-efficient manner possible. The Roth Conversion Report will clearly identify the optimal manner to convert your qualified accounts to Roth accounts and the cost to do so.