Bradford Ferguson, CFA
Professional Investment Management
Is it really possible that 97% of Americans have to downsize their lifestyle in retirement?
We think it’s odd after decades of hard work so many successful, six-figure employees are still running out of money, even when it appears like they have enough on paper. Could it be the Financial Crisis of 2008 forever changed the financial landscape?
Saving and growing your money is more complicated and nerve-wracking than ever. And you must get it right because there is no reset button when money mistakes are made. After all, most people can only afford to retire once.
We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple.
Powerful Financial SystemsOur nine, personalized systems can give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace. You can stop worrying about money all the time.
The Financial Framework
Custom Financial Blueprint
Periodic Wealth Check-Up
Personalized Risk Assessment
Personal Financial Website
Future Proofing Tactics
Wealth By Multiplication
Our Fiduciary Promise
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A financial advisor can take your individual wants and needs into account and lead toward your Retirement or other wealth-based goals. We know that growing your money and planning for your financial future is incomplete without knowing the significant risks that could derail your finances. We help you gain control over your money and put measures in place to guard your financial future.
No one wants to run out of money. The first step in securing your financial future is aligning your investments to your specific situation—your risk tolerance, goals, and financial situation. There is no one-size-fits-all approach to investing. We believe you deserve a strategy custom-tailored for you with the stewardship of a professional who has your best interests in mind.
Are you new to financial and retirement planning or looking to make a change? Schedule a free 15 minute call now to get started.
If you're already a client and want to talk to us directly, send us an email or ask a question using our secure and easy contact form.