Broker Check

Bradford Wealth Management Services

Wealth Management

We believe that a sound financial planning process is paramount in making informed and intelligent financial decisions on a range of issues including retirement, college education, risk management, and wealth transfer planning.

Our Process

We take a disciplined, structured approach to wealth management, which allows us to give you the personalized planning that you deserve. While developing your unique financial strategy, we will walk you through our step-by-step process to help you feel confident in your financial decisions.
Step 1: Our process starts with a completely confidential consultation to uncover your goals and assess your unique financial situation.
Step 2: Then we review your personalized assessment and decide on steps to accomplish your goals.
Step 3: Next, we implement those steps to start you on the path to a brighter financial future.
Step 4: We will continuously monitor your progress toward your goal and conduct periodic review meetings.
Step 5: Throughout the whole process, we will maintain open, ongoing communication to report progress to you and so we can remain abreast of your evolving financial needs.

Our Products and Services

Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

  • Stocks, Bonds, Mutual Funds, and Annuities
  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Money Market Accounts (with check writing)
  • Risk Management
  • Investment Advisory Services
  • Retirement Income Planning
  • Portfolio Construction & Management
  • Education Savings Accounts
  • Life, Disability Income, and Long-Term Care Insurance Planning
  • Estate Planning Assistance
  • Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  • Employee Benefits/Group Health Insurance
  • Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations

Employer-Sponsored Retirement Plans

Employer-sponsored retirement plans are an important tool for attracting and retaining quality employees. In Illinois, they are also a legal necessity for many businesses who do not want to adopt a state-run plan.

With so many options available, it can be hard for an employer to know which plan is right for your company. Our representatives are experienced at helping businesses of all sizes and will work closely with you to uncover your needs. We work hard to custom tailor a plan that meets all our clients' goals.

Once your plan is in place, we will continue to work with you to assess and evaluate your progress toward your goals.

Plans we offer include:

  • Payroll deduct IRA
  • Simple IRA
  • Solo K
  • 401(k)
  • Hybrid 401(k) (safe harbor; New comp.; cash balance, etc.)

Plan analysis:

If you currently offer an Employer-Sponsored Retirement Plan, we can help you complete your due-diligence by offering a free analysis of your current employee benefits plan and provide you with objective feedback. If areas need improvement, we will recommend a course of corrective action.

Life, Disability & Long-Term Care Planning

Risk management is a key piece of many financial plans. One way to manage risk is through Life, Disability or Long-Term Care insurance.
We will help you determine your current and future insurance needs and find the right provider to meet them. We work with many insurance companies and can provide you with the right information based on your needs.

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