Welcome to BFS!
Bertrand Financial Services provides insurance, retirement, and wealth planning solutions designed to guide individuals, families, and business owners through every stage of life—helping them protect what they've built, navigate life's uncertainties, plan for retirement, and create a lasting legacy for the next generation.
We believe that every financial decision should support a larger purpose. Whether you're building wealth, preparing for retirement, insuring your family, or planning your business's future, our role is to simplify complex financial decisions and provide objective guidance tailored to your unique goals.
For Business Owners
We partner with businesses to design retirement programs that benefit both the company and its employees. From 401(k) plans and SIMPLE IRAs to SEP IRAs, Cash Balance Plans, and other employer-sponsored retirement solutions, we help employers create competitive retirement benefits while supporting long-term business and succession planning.
For Individuals and Families
We provide personalized retirement and wealth planning strategies built around your goals and circumstances. Our services include Traditional and Roth IRAs, Roth conversions, annuities, life insurance strategies, retirement income planning, investment management, and legacy planning. We take a comprehensive approach, coordinating every aspect of your financial picture to help you make informed decisions.
At Bertrand Financial Services, relationships come first. We are committed to delivering thoughtful advice, exceptional service, and long-term partnerships built on trust, integrity, and a genuine commitment to helping our clients achieve their financial goals.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.