Wealth Management Plan:
Brad has industry credentials as a Certified Financial Planner and is surrounded by experienced resources including lawyers, tax, insurance and other financial planning experts. Together, they listen to your needs and prepare a written roadmap, suggesting how you can achieve your financial goals.
Planning Is Only the Beginning:
A Wealth Management Plan doesn’t tell you the future. It tells you what you need to do today to help you realize the goals you have in the future. Knowing what to do is only the first step. Doing what the plan says is how the planning process produces tangible results in people’s lives.
Implementation of a Wealth Management Plan often includes further consultation with lawyers, tax professionals and possibly our in-house insurance consultants. The plan also helps determine the investment strategy. Managing a portfolio is something that requires constant attention and a consistent discipline to provide results.