Plan With Confidence Personal Estate Planning and Financial Plans
Committed to Providing Financial & Estate Plans to ALL
Plan With Confidence Personal Estate Planning and Financial Plans
Committed to Providing Financial & Estate Plans to ALL
Financial Planning & Estate Planning Solutions
Welcome to Bradley Financial Planning
Your Partner in Comprehensive Financial Solutions
At Bradley Financial Planning, we are an attorney-led financial planning firm dedicated to providing tailored financial advice and planning services designed to help you build, protect, and preserve your wealth. Specializing in asset preservation solutions, we combine specialized insurance products, strategic trusts, expert resources, and dedicated support to create customized personal financial solutions for individuals and families.
OUR SERVICES
Comprehensive Financial Planning
Our holistic financial planning services begin with understanding your unique goals, risk tolerance, and current financial situation. We work closely with you to develop a strategic plan that aligns with your specific objectives, ensuring your financial future is secure.
Estate Planning
Effective estate planning is crucial for ensuring that your assets are distributed according to your wishes. Our team assists with a wide range of estate planning services, in Oregon, Washington, and California including:
- Wills and Trusts: Create comprehensive legal documents that specify how your assets should be managed and distributed after your passing.
- Beneficiary Designations: Ensure that all of your assets, including retirement accounts and insurance policies, align with your estate planning goals.
Insurance Products for Asset Preservation
We provide expert guidance on a variety of insurance products tailored to protect your investments and increase your financial security, including:
- Indexed Universal Life Insurance (IUL): This flexible insurance option not only provides a death benefit but also allows you to accumulate cash value that can grow tax-deferred. Our team leverages specialized insurance products to enhance your long-term financial growth and stability.
- Annuities for Retirement Income for Life: Explore various annuity options, including fixed and indexed annuities, to provide you with guaranteed retirement income and protect against market volatility. We assist clients in rolling over their 401(k)s into annuities for enhanced financial security.
- Child Head Start Plans: Our innovative financial planning solutions are designed to help you save for your child's education and future, laying a solid foundation for their financial success.
Legacy Planning
At Bradley Financial Planning, we understand the importance of leaving a lasting legacy. Our legacy planning services focus on preserving your wealth and core values for generations to come, ensuring that your financial goals are met and your loved ones are cared for after your passing.
Asset Protection Strategies
Asset protection is a critical aspect of financial planning that ensures your hard-earned wealth is safeguarded against unforeseen liabilities and risks. At Bradley Legal Corp, we specialize in tailored asset protection strategies designed to secure your assets and provide peace of mind. For more information on the importance of asset protection and how we can assist you in safeguarding your financial legacy, please visit us http://www.btblegal.com Your financial future deserves the best protection.
Why Choose Use?
- Attorney-Led Expertise: As an attorney-led financial planning business, we bring a unique legal perspective to financial planning and asset preservation, ensuring thorough strategies that safeguard your wealth.
- Personalized Service: Every client is unique. We take the time to understand your individual needs and create customized financial plans tailored to your specific goals.
- Independent Advice: As an independent firm, we are not tied to any specific products or companies, allowing us to offer unbiased recommendations that prioritize your best interests. We only affiliate with top A+ rated insurance providers such as: Pacific Life, TransAmerica, Prudential, Fidelity, Nationwide, Athene, and more.
- Comprehensive Support: Our expert team is committed to providing the resources and support you need to make informed financial decisions as you navigate your financial journey.