Bertrand Retirement Strategies makes top 3 in the Oklahoman’s Readers’ Choice Awards, competing against mid to large sized heavyweights in the Financial Advisors category.

Oklahoma City, OK-- (SBWIRE) -- 08/27/2010 -- Bertrand Retirement Strategies, an independent financial advisory and retirement planning firm, was recently named by the Oklahoman as one of the top three Oklahoma City businesses in the Best Local/Financial Advisors category.

This summer, the Oklahoman held its 17th Annual Readers Choice Competition. Readers were asked to vote on product and services preferences from 180 categories across 6 topics including food, lifestyle, shopping, community services and local people, places & things.

"We are very pleased to have received this recognition and especially when it comes from the community we serve," says H. Bradley Bertrand, President of Bertrand Retirement Strategies. "I think this recognition is a testament to the level of service we offer. Our thanks go out to all of the participants of the Oklahoman's Readers Choice."

To view [Bertrand] Retirement Strategies in the final listings, please visit the 'Best Local' page of the Readers' Choice Awards at http://newsok.com/readerschoice/best.

About Bertrand Retirement Strategies
Headquartered in Oklahoma City, Oklahoma, Bertrand Retirement Strategies is one of the premier independent financial services in Oklahoma. The firm provides financial planning, investment advice and wealth management services to over 300 clients.

The firm was founded by H. Bradley (Brad) Bertrand, who serves as President and Senior Financial Advisor. Since 1987, Brad Bertrand has been helping clients make prudent financial decisions for their retirement, focusing on safe investments that provide growth and lifetime income. He has hosted over one hundred educational workshops, and has spoken on numerous radio programs and at various public forums, discussing topics relating to retirement, investments, estate planning, asset protection and tax reduction.

For more information about Bertrand Retirement Strategies and how H. Bradley Bertrand can help plan for your retirement nest egg, please visit http://www.besaferetirement.com or call (405) 703-3800. You may also view his blog at http://besaferetirement.wordpress.com.

Contact
H. Bradley Bertrand, President & Financial Advisor
Bertrand Retirement Strategies, LLC
(405) 703-3800
brad@besaferetirement.com

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Volunteer Seminars Gets Public “Fiscally-Fit” Throughout Oklahoma

Oklahoma City, OK -- (SBWIRE) -- 08/02/2010 -- H. Bradley Bertrand, Senior Financial Advisor at Bertrand Retirement Strategies recently joined the Society of Financial Awareness (SOFA), a volunteer-based group of financial professionals, offering companies and community groups in Oklahoma, financial education through seminars and workshops. The Society's goal is to help eliminate financial illiteracy, enlighten through financial education, empower individuals to take charge of their finances and embrace the community by building relationships through trust, integrity and public service.

Most people are too busy in their daily lives to acquire even the most basic knowledge in personal financial management. To help build financial awareness, Bertrand offers practical tips, helping the public become "fiscally-fit". Sessions provide informative planning approaches that shape financial strategies for a more healthy and secure retirement.

"There are many sources of funds out there and pitfalls to avoid in financial management. Many are unfamiliar of them and could use helpful information on how to simplify their investments, manage their money and organize their finances for retirement," comments Bertrand. "I cannot overemphasize the importance of retirement savings and the benefits of planning ahead."

Participants obtain useful information to help identify their financial needs. A variety of topics are covered at workshops that impact businesses and individuals alike, such as Sources of Retirement Income, Personal Financial Needs, Legal Lessons, Tax Planning, Real Estate, Wealth Transfer Planning, Investments, Refinancing, among other relevant themes. Workshops help attendees become aware of risk management, investment opportunities and tax savings.

Seminars and workshops are free of charge to the public for the advancement of financial education. They are not sales events and no products or services are ever sold.

About Bertrand Retirement Strategies
Headquartered in Oklahoma City, Oklahoma, Bertrand Retirement Strategies is one of the premier independent financial services in Oklahoma. The firm provides financial planning, investment advice and wealth management services to over 300 clients.

The firm was founded by H. Bradley (Brad) Bertrand, who serves as President and Senior Financial Advisor. Since 1987, Brad Bertrand has been helping clients make prudent financial decisions for their retirement, focusing on safe investments that provide growth and lifetime income. He has hosted over one hundred educational workshops, and has spoken on numerous radio programs and at various public forums, discussing topics relating to retirement, investments, estate planning, asset protection and tax reduction.

For more information about Bertrand Retirement Strategies please visit http://www.besaferetirement.com or call (405) 703-3800. You may also view the BRS blog at http://besaferetirement.wordpress.com.

Contact
H. Bradley Bertrand, President & Senior Financial Advisor
Bertrand Retirement Strategies, LLC
(405) 703-3800
brad@besaferetirement.com

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm