Bertrang Financial Corp.Bertrang Financial Corp.
Bertrang Financial Corp. Bertrang Financial Corp. Bertrang Financial Corp. Bertrang Financial Corp. Bertrang Financial Corp. Bertrang Financial Corp.
Bertrang Financial Corp.
The Personal Financial Advantage®
 Created by Mark Bertrang, CLU, ChFC
The Strategic Decision: An agreement to pursue a course of action, working toward your goals and dreams while holding true to your values.
Discovery: A discussion of past decisions, disappointments and achievements.
Present Plan 1: The "before" snapshot of your current financial picture.
Micro-Examination: A dissection of your past, current or future “product” holdings.
Macro-Coordination: An overview of how different products work together or against one another.
Design Activation: The implementation of your new financial strategies.
Present Plan 2: The “after” snapshot of your improved financial picture.
The Perpetual Analysis: Ongoing personal assistance, guidance and revisions.

Bertrang Financial Corp. is dedicated to helping clients achieve their maximum financial potential through the use of The Personal Financial Advantage®, a process created and trademarked by Mark Bertrang. This process typically involves four to six meetings in order to establish comprehensive long-term strategies, with updates and reviews conducted as often as each client desires.

Bertrang Financial Corp.
1401 Main Street, Suite #101   .   Onalaska, WI 54650-2837
                     Phone: 608 782-5433 . Fax: 608 782-1329                           Home | Disclaimer
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