Free Stuff

By Mark Bertrang, The Creator of the Financialoscopy® on Thursday, April 13th 2023

 

We need your help to provide you a better website! We’d like to give you more videos and blogs that are truly beneficial to you, your loved ones, your family, your friends, or your coworkers. Over the course of the next month, we are adding a “free stuff” section to our website, and we’re working on creating that content right now.

Here’s an example of what is coming: an interview with an attorney discussing how to put together a proper Will or Trust document. What are the steps that you should be taking notes on? What are the things that you should be discussing with each other or alone? Then, when you sit down with an attorney, you’ve got most of the work done and can proceed with finalizing your Will or Trust. I also had an interview with someone from Gundersen Health regarding Health Care Directives. That’s going to be available here on our website real soon; you will have an actual expert walking you through the approved State of Wisconsin form.

Some resources that we are considering creating also include:

  1. A walk through on Financial Powers of Attorney. A local attorney would walk you through the steps that you need to know, discussing durable or springing, etc.
  2. Discussing the Final Disposition Form. How do you fill the form out? What should you consider? How do you make certain that it is implemented correctly?
  3. A local attorney discussing the decision-making processes surrounding Pre-nuptial or Post-nuptial agreements.

Anything pique your interest already? We would like additional ideas and resources that you would like to see in the “free stuff” section of our website, whether that’s walking through legal forms, processes, or ideas. This will not be an all-inclusive area or where we will talk about investments because investment decisions really need to be tailor-made for each individual after reviewing everything that is going on and their goals. This is more for the documents or processes that everyone goes through on a regular basis. We want to help explain these concepts to you and give you some relief from the confusion that they often cause.

 If you have an idea or concept that we should include on our “free stuff” page, please reach out to me or my team. You can email us with your suggestions so we can research the concept to see if it will work as part of our “free stuff” page. As part of the Financialoscopy Team, we are always working toward providing more free resources, not only for those individuals who work with us, but for the overall community. This is really what we wish to do: share as much wisdom as possible. Help us by sending in your suggestions!

 


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Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2023
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