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Typical Topics and Questions

  • How much money should I have as a cash reserve?

  • Debt Reduction - What is good debt and bad debt?

  • How can I reduce my TAXES now, but also in the future?

  • Brad, I do not trust the stock market? How else can I build wealth?

  • What is inflation and how I can minimize its impacts?

  • Learning how to INVEST.

  • Starting your own business. 

  • Business Succession Planning

  • Protecting your LOVED ones with affordable life insurance.

  • Employee Benefits Optimization

  • Understanding Healthcare Savings Accounts (HSA)

  • Estate Planning - How do I pass my WEALTH onto my children and grandchildren?

  • Providing On-Going Financial Education

Set your GOALS!

It all starts with writing down your goals such as retirement, education, buying a home, purchasing a car, or planning annual vacations. 

Enhanced Account Aggregation

Cutting edge technology enables you to sync your investments, bank accounts, and credit cards all in one place. You can easily create a budget or understand how your investments are allocated. Clients can upload documents via a secure portal to share with their advisor.

24/7 Financial Plan Access

Monitoring your financial plan is extremely important. Your goals and finances may change over time. You will have access to your financial plan all hours of the day!

Understanding your Plan

Your financial plan will be designed for you, your goals, and your finances. Brad will provide you with the education needed so that you can take action and accomplish your financial goals over time. 

If you’d like more information about our features, get in touch today.

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