At Bradshaw & Weil Insurance & Financial Planning, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
A Special Note From Brandon to You
A retirement plan is not one-size fits all. To create a retirement plan you first should consider having a foundation that is unique to who you are and what you want for your retirement. Your plan should be customized to address your specific concerns. Our purpose is to help craft it while factoring in economic uncertainty, life events, future implications of taxes or inflation and more. Our understanding of investment risk, economic press, and the resources available to you make us a valuable partner to have alongside you as you pursue the retirement of your dreams.
We offer services in these three areas:
GROW:
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE:
Preserve the assets that can help you live the retirement you’ve always imagined.
DISTRIBUTE:
Whether it be income in retirement or a beneficiary, we will help you put a plan in place.
HOW?
Everyone’s risk tolerance, retirement dreams and financial situation are different. There is no one-size-fits-all plan. We will create a custom retirement plan for you that takes your risk tolerance, dreams and current situation into account. Together, we will build your personal “Roadmap to Retirement” addressing the following key areas:
Retirement Roadmap
1. Income Planning
Our goal is to help ensure that you have sufficient income to cover your basic living expenses, no matter how long you and your spouse live and regardless of what happens to the stock market or economy.
This typically includes:
- Social Security Optimization
- Income & Expense Analysis
- Longevity Preservation
2. Investment Planning
Once your income plan is established, we work with you to help reduce your portfolio’s volatility and to manage your remaining assets to help you pursue your specific goals.
This typically includes:
- Assessing your Risk Tolerance
- Helping to Reduce Downside Risk on a Portion of Investments
- Growing Assets to Help Keep Up with Inflation
- Matching Investments with Specific Goals
- Strategies to buy low and sell high if applicable
3. Asset Preservation Strategy
Once you put a plan together designed to create a lifetime income stream and help grow your investments, it’s time to help preserve your assets from various threats.
This typically includes:
- Insurance Review
- Establishing Entities When Applicable
- Healthcare Costs Discussions
- Tax Reduction Strategies
4. Legacy/Estate Planning
We work with you and your attorney to ensure your assets go to your chosen beneficiaries or charities with the least expense possible.
This typically includes:
- End of Life Paperwork
- Plan to Efficiently and Effectively transfer assets at death
- Help in reducing expenses of transferring assets and working alongside an attorney to meet your goals
Schedule Your Complimentary Consultation
If you would like to learn more about Bradshaw & Weil Insurance & Financial Planning or would like to schedule a complimentary consultation with one of our advisors, please contact us today!
It's never too late to work toward your dreams.
Explore
We'll learn what's most important to you and review your current financial situation.
Evaluate
We'll help you determine how much money you need to live confidently in retirement.
Create
We'll help you implement a strategy that reflects your goals - and helps keep you on track.
