Mark Bertrang, Financial Advisor, La Crosse Onalaska WI, 54601,54650
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Initial Meeting

Mark Bertrang, Financial Advisor, La Crosse Onalaska, WI 54601,54650 Let's be clear – at Bertrang Financial, we explore your financial life thoroughly. What we don't do, is produce stacks of slick sales material or impractical and confusing reports that may look impressive, but only collect dust.

If you want that stuff, this is not the place for you.

This is what we will accomplish during your free initial meeting –

  • We will ask questions and you will ask questions.
  • We will have a discussion about your life to find out where you are, right now.
  • We will determine together, whether our values, ethics and morals are aligned.
  • We will have a conversation about money, work and play.
  • We will discuss cost.
  • At the end of our meeting, you will decide whether to work with us. Likewise, we will decide whether to work with you. Together, we will agree on our partnership.
If you are ready to become a Bertrang Financial client, begin by completing the client application below – It's that simple.

Client Application

Let's prepare for your free initial visit.

What is your name?

First Name
MI
Last Name
Who is your employer?

Employer Name		 Retired
Describe your profession:
I am:
   
What is your spouse's name?

First Name
MI
Last Name
Who is your spouse's employer?

Employer Name		 Retired
Describe your spouse's profession:
Do you have children?
 
What are their ages?
Where do you live?

Street Address
City
State
Zip
What is your home telephone number?

Area Code
Number
Is it OK to contact you at work?
 
If Yes, what is your work number and extension?

Area Code
Number
What is your cell phone number?

Area Code
Number
What e-mail address should we use to contact you?
What is your current level of financial frustration and/or concerns?
Please describe your most urgent concerns:
What is your annual household income?




How much do you save annually?
(Do not include employer-match contributions)





What is your current net worth (assets minus liabilities),
excluding primary residence and automobiles?






I believe my investment knowledge is:
  
Have you been referred to our office by a friend?
 
If Yes, who referred you?
Is there anything else our office should know about your situation,
before we get together?
What is the best time to contact you?
 

If you prefer, you may print this page to fax or mail to Bertrang Financial.
Our office will contact you soon to schedule your free initial visit.
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Click Here!		 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