Independent Retirement Group

I strive to make an impact and a difference in the lives of those I am privileged to help. I serve my clients with honesty and integrity. It does not matter your financial situation or experience,

Retirement looks beautiful when you are confident about your finances. Ask Rose Bertram. Locally, you have a wonderful resource an advisor ready to care for your retirement dream. Rose Bertram helps to remove the mystery from retirement planning by sharing more than a decade of knowledge and insight. She can provide you with an outstanding level of comprehensive financial care before, during and after your retirement transition, and assist you to understand your options. Learn how Rose is ready to ...Care for your dreams. Plan for your future. Collaborate with you in a relationship.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.