H. Bradley Bertrand
Career & Business
Professional Links
website: http://besaferetirement.com
blog: http://besaferetirement.wordpress.com
I have worked in the financial field for over twenty years. I am the founder and owner of Bertrand Retirement Strategies, LLC and am also an Investment Advisor for Bertrand Wealth Strategies, LLC.
I believe that I have gained over the years the analytic skills necessary to evaluate an investment portfolio and/or develop a retirement plan. But I also am able to clearly communicate what must be done to realize goals and dreams. I feel that what I do best is give my clients peace of mind because they know their financial future is secure.
website: http://besaferetirement.com
blog: http://besaferetirement.wordpress.com
I have worked in the financial field for over twenty years. I am the founder and owner of Bertrand Retirement Strategies, LLC and am also an Investment Advisor for Bertrand Wealth Strategies, LLC.
I believe that I have gained over the years the analytic skills necessary to evaluate an investment portfolio and/or develop a retirement plan. But I also am able to clearly communicate what must be done to realize goals and dreams. I feel that what I do best is give my clients peace of mind because they know their financial future is secure.
The Difference
I am a fiduciary – which means by law I must do what is in the clients’ best interest. I am unbiased and committed to serving my clients for life.
Success
If I help people gain what they desire or need then I feel that I have been professionally successful. I serve over three hundred clients and have been able to provide abundant assistance and direction. The most significant accomplishment I've achieved in my career was back in 2008-2009, when the market dropped significantly - not one of my clients experienced a loss with the portion of their portfolio I managed for them. The financial industry is always changing. To be successful, I have welcomed change, but have done so with consideration and caution.
Because the last decade has resulted in losses for most investors, a buy and hold strategy in a stock and bond and mutual funds portfolio just will not do. People want transparent, non-biased advice and safe investment options.
The Market
In order to stay current with what is happening in the market place, I subscribe to proprietary economic and investment newsletters, I read the Wall Street Journal, and use the internet daily to keep up with news and contacts.
Clients
What motivates me to put forth my best effort at work is the fact that 85% of my business is from existing clients and referrals from them. To earn referrals, I have to do my best for all of my clients, every time.
The Future
Five years from now, I see myself still maintaining and growing my investment and retirement planning services, as well as speaking to donors associated with churches, evangelical organizations and charities.
Success
If I help people gain what they desire or need then I feel that I have been professionally successful. I serve over three hundred clients and have been able to provide abundant assistance and direction. The most significant accomplishment I've achieved in my career was back in 2008-2009, when the market dropped significantly - not one of my clients experienced a loss with the portion of their portfolio I managed for them. The financial industry is always changing. To be successful, I have welcomed change, but have done so with consideration and caution.
Because the last decade has resulted in losses for most investors, a buy and hold strategy in a stock and bond and mutual funds portfolio just will not do. People want transparent, non-biased advice and safe investment options.
The Market
In order to stay current with what is happening in the market place, I subscribe to proprietary economic and investment newsletters, I read the Wall Street Journal, and use the internet daily to keep up with news and contacts.
Clients
What motivates me to put forth my best effort at work is the fact that 85% of my business is from existing clients and referrals from them. To earn referrals, I have to do my best for all of my clients, every time.
The Future
Five years from now, I see myself still maintaining and growing my investment and retirement planning services, as well as speaking to donors associated with churches, evangelical organizations and charities.
Bertrand Retirement Strategies
9909 South Pennsylvania Avenue
Oklahoma City, OK 73159
tel: 405.703.3800
email: [email protected] & [email protected]
Oklahoma City, OK 73159
tel: 405.703.3800
email: [email protected] & [email protected]
