MINERAL POINT, Wisc., March 18, 2013 /PRNewswire/ -- Michelle and Beverly Bertram of Bertram Financial have debuted their newest website, http://www.letsrolloveryour401k.com, to help retirees realize that rolling over their 401(k) is an ideal solution to common 401(k) problems.
Michelle and Beverly often receive complaints from clients regarding their current 401(k) plan, such as the lack of choices and help from financial advisors, limited ability to make changes, and no exit strategy available.
"Talking with many individuals over the years, we have found many feel very alone and unsure of what to do with their retirement accounts. This is money they plan on using to provide them income in retirement and the fear of it not being there is often high, especially when they have no one to help guide them and answer their questions," Michelle said.
Michelle and Beverly stress the 401(k) rollover as the best, most inclusive solution to overcome common 401(k) challenges. Using the colors of money, a financial method Bertram Financial practices, rolling your 401(k) into an IRA becomes a simple, easy to understand plan.
Three main benefits for rolling a 401(k) are:
1. The ability to choose investments that meet goals
2. The ability to create income solutions
3. The ability to get help from a financial Sherpa
Michelle and Beverly add that the right financial advisor can make all the difference in planning a client's successful retirement.
"The right education is key in someone making the right decision for their retirement account rollover. Too many times, people go to an advisor and tell them they want safety and guarantees, only to be put in a 'safe' version of a Red (risk) Money account. An advisor should first provide education on the all the options available and what will be best suited to help them meet THEIR goals," said Michelle.
Michelle Bertram and Beverly Bertram of Bertram Financial are Investment Advisor Representatives in Wisconsin. They base their practice on the values of relationships, education and team and macro financial plans. They are members of the National Financial Educators Council. Contact Michelle and Beverly at (608) 574-1795 or via email at firstname.lastname@example.org.