Chase Your Dreams
We can help you manage your finances so you can pursue your goals.
Discover
Schedule a meeting to sit down with one of our insurance agents or our financial planner, depending on your needs. Together we will uncover your current insurance risks or help solidify your vision for retirement.
Evaluate
At Bradshaw & Weil Insurance & Financial Planning our independent team of insurance agents and financial professionals are not beholden to any one company or product. We are able to analyze and evaluate your insurance or retirement situation and make recommendations to your benefit.
Plan
Working with our team ensures you will receive a custom insurance package or retirement strategy to help provide you strategies to help prevent catastrophic financial loss at the best value and to enjoy your retirement.
Our Services
We provide an array of wealth strategies and services to help meet your needs.
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Retirement Is Not Rocket Science
In his book, “Retirement Is Not Rocket Science,” Bradshaw & Weil President Brandon Morgan offers a common-sense approach to retirement planning. In this work, Brandon shares:
- How knowledge and discipline can be strengths in building a comprehensive plan
- Ways to account for potential risks such as taxes, inflation and market volatility
- Why creating an income stream for life is essential for any retiree
- Much more!
About Us
Bradshaw & Weil, Inc. is a full-service independent insurance and financial planning agency experienced in providing strategies to help prevent catastrophic loss. Being independent means we are not beholden to any one company, product , or service so that we are able to shop your account for the best coverage, value, and services unique to your exposure and financial situation. Combining insurance planning and financial planning under one roof allows us to know our clients and their risks and be better able to serve them.
