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Financial Planning Process

At Bradford Financial Services, we believe Financial Planning is more than just speaking with a broker and proceeding to buy investment products. A Financial Plan at BFS starts with one of our Certified Financial Planners listening to and understanding what your dreams and aspirations are. Once both you and the advisor clearly understand what you’re trying to accomplish, we then start the process of putting together a comprehensive financial plan to help you reach those goals. After reviewing your financial plan with you, our advisors will help you implement your plan from step A to Z. Once implemented, the most important part of our advisor’s service to you, is to help you monitor and maintain your plan over the long term.  

 
     
           
           

FINRA link SIPC link FINRA link Click here to see FINRA Click here to visit SIPC Advisory Services offered through Bradford Financial Services, Inc., a Registered Investment Advisor. Securities offered through Securities
America, Inc., Member FINRA / SIPC. Bradford Financial Services, Inc. and Securities America are separate entities. FINRA’S Broker Check