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Beverly Bertram

Investment Advisor Representative


Investment Advisor Representative, is a well-known Financial Educator, Speaker and Retirement Income Specialist. Bev has developed a specialty in teaching retirees and those about to retire how to protect their principle and insure their money last throughout their lifetimes. Bev has counseled thousands of pre-retirees and retirees how to increase their income, reduce income taxes, avoid taxes on social security, avoid estate taxes and protect their estate values. Bev lives with her husband, Mike on a small farmette in Mineral Point where they have raised 9 children.

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