What is a Financialoscopy®?
It’s not 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 a new faster computer will be for sale tomorrow.
It isn't about finding a 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 only shows what you should have done.
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.
Schedule your free initial meeting now. Schedule
We have a vested interest in supporting your journey. We are locally owned and invested in our community. Our name is on the building.