Wealth Management


We’re here to help you feel confident in your financial future.

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.

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A Special Note From Brandon to You

A retirement plan is not one-size fits all. To create a retirement plan you first must have 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 step into 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:

Protect 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 “Retirement Roadmap” addressing the following key areas:

Retirement Roadmap

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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 Protection

 

2. Investment Planning

Once your income plan is established, we work with you to reduce your portfolio’s volatility and to manage your remaining assets to meet your specific goals.

This typically includes:

  • Assessing your Risk Tolerance
  • Reducing downside risk on a portion of investments
  • Growing Assets to Keep up with Inflation
  • Matching Investments with Specific Goals
  • Strategies to buy low and sell high if applicable

 

3. Asset Protection Strategy

Once you put a plan together to create a lifetime income stream and grow your investments, then you want to protect your assets from the various threats.

This typically includes:

  • Insurance Review
  • Entity Protection
  • Protection from Healthcare Costs
  • Tax Reduction Strategies

 

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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 comfortably in retirement.

  • Create

    We'll help you implement a strategy that reflects your goals - and keeps you on track.

Contact Us

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