What is a Financialoscopy®?It isn't about market-timing. Seldom will you find yourself at the right place, at the right time. It isn't about having the fastest computer, because there will always be a faster computer for sale, tomorrow. It isn't about finding the one hot stock no one else has heard about – believe me, they have already heard about it. It isn't about a stack of charts and graphs. That's a waste of paper and ink.A Financialoscopy® provides a disciplined framework to discover your financial potential by uncovering lost opportunities, calculating costs that reduce your values and understanding the erosion of time and inflation. By employing the Financialoscopy®, we explore 29 different areas of your financial life together and discover your economic inefficiencies, while testing for 234 potential risks. This process engages your values, your goals and attempts to protect you from the uncertainties of life. The Financialoscopy® is dedicated to helping clients achieve their maximum financial potential through the use of The Personal Financial Advantage®. These processes were created and trademarked by Mark Bertrang, the president of Bertrang Financial. You will initially be involved in four to six meetings in order to establish comprehensive long-term strategies, with updates and reviews conducted, as desired. Our goal is to increase your financial knowledge to help provide you with a 'sense of control' and 'peace of mind' about your future.
We have a vested interest in supporting your journey. We are locally owned and invested in our community. Our name is on the building.
 Getting his hands dirty – Mark Bertrang helps to set the sign base at the Bertrang Financial building in 2003. |
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Bertrang Financial Corp. | 1401 Main Street, Suite #101, Onalaska, WI 54650-2837 | Phone: 608 782-5433 | Fax: 608 782-1329 A Registered Representative and Investment Advisor Representative with MTL Equity Products, Inc. MTL Equity Products, Inc. is a registered broker-dealer, Member FINRA & SIPC, and registered investment advisor. 1200 Jorie Blvd, Oak Brook, IL 60523-2269. Bertrang Financial Corp. offers non-securities based insurance as an independent business. MTL Equity Products, Inc. and Bertrang Financial Corp. are not affiliated. © Bertrang Financial Corp. 2011 |