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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Brad L Bertner
Wealth Management Advisor|RICP®
My Mission
As an advisor, I sit on the same side of the table and align strategies to facilitate the most important goals of my clients. Money is not about the material things but rather money buys freedom, independence and choices. Whether the goals are short (buying a house, etc.), funding children’s education or long-term retirement strategies of not just where/how to accumulate (asset allocation + asset location) but also proper distribution of monies in any economic environment while being tax efficient…I seek to listen, understand and be a partner towards those goals.
-Brad L Bertner
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4