Also known as: BradBertrand
Brad Bertrand has over a decade of experience in financial and retirement planning, focusing on safe investments that provide growth and lifetime income. His clients primarily are individuals approaching retirement or are already retired. Brad has an in-depth understanding of the financial challenges that people are facing today. His targeted strategies and solutions help individuals reach their financial goals; ensuring never to outlive their income streams and assets are safely protected for peace of mind. Bringing insight and clarity to complex topics, Brad has hosted over a hundred educational workshops, and has spoken on numerous radio programs and at public forums. He covers topics ranging from employer-sponsored plan rollovers (i.e. 401k, 403b, TSP, IRA's), income & distribution planning, asset protection, to tax reductions and Roth conversions. Specialties retirement planning, wealth accumulation, asset protection, tax planning, estate planning, long-term care, IRA & 401K rollovers and income planning
