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Our Services

We win and you win. We're here to help grow your wealth together.

BRADFORD SERVICES
Retirement Planning

Retirement Planning involves a multiple-step process of developing a plan for how much you will need, the time frame, and creating a risk tolerance and contribution path to reach your goal.

Retirement
BRADFORD SERVICES
Health, Life and Disability Insurance

As part of a complete Financial Plan, we have access to many solutions to fit your needs.  We have access to dozens of companies to give you the best possible options.

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Health, Life, and Disability Ins
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BRADFORD SERVICES
Investment Advisory

These are a wide breadth of advisory services from personal to business rooted in us serving as a Fiduciary.  This provides advice utilizing our education and experience while considering your financial risk tolerance and goals.  As a Fiduciary, we are legally obligated to make all decisions, with your best interest in mind, Always!

Investment Advisory
BRADFORD SERVICES
401k Management

We have the ability to not only establish and manage a company retirement plan for almost any plan in the country, we can actually go in the back door of your personal account and manage the underlying investment choices for you.

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401k Management
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BRADFORD SERVICES
Debt Spend Down Planning

We have been teaching the Dave Ramsey Financial Peace program since 1997 and can help you build a Debt Snowball to help you become debt free.

Debt Spend Down Planning
BRADFORD SERVICES
IRA and Rollover IRA's

Do you have an old employer plan? Typically, there are limited investment options to choose from. We specialize in reviewing plans and rolling these plans into IRA’s that have thousands of options to choose from that suit your risk tolerance and investment style.

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IRA and Rollover IRA's
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BRADFORD SERVICES
Business Consulting

Our staff have degrees in finance, accounting and business and have been providing guidance on everything from establishing a business to be it a LLC or S-Corp.  We provide consulting on tax planning, retirement planning and business development.  We provide advice from nearly 30 years of business experience and have a large team of experts to benefit your business.

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*All consulting and guidance is within the scope of financial planning and tax planning, no legal service or advice is provided.

Business Consulting
BRADFORD SERVICES
Retirement Distribution Planning

Most have a plan to accumulate their retirement assets, but do you have a plan to address which assets to pull from and when?  Why expose yourself to unnecessary taxes.  We will help develop a plan to benefit your financial house the best.

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Retirement Distribution Planning
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BRADFORD SERVICES
Longterm Care Insurance

There is more than just a long term care policy to consider when discussing long term care needs, there is an entire long term care plan of care and the what, where, when and how that needs to be covered.

Longterm Care Insurance
BRADFORD SERVICES
Notary Services

Need a notary? Search no further, we offer in office complimentary notary services for our clientele and Veterans.

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Notary Services
Legacy Planning
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BRADFORD SERVICES
Legacy Planning

Is your memory you leave behind going to be just money and stuff, or do you want a legacy to be a story of you.  We will help you develop a real legacy plan to pass on.

BRADFORD SERVICES
Trusts, Wills, and Medical Directives

Do you have a trust, power of attorney, a will, or medical directives set for your loved ones? Not having a plan in place puts a large burden on your family when it comes to end of life planning. Save them the time and hassle from probate, and attempt to figure out what your wishes may have been. There are documents to lay out all your wishes, from finances to medical wants, and even down to music preferences. Give your family peace of mind knowing they planned exactly what you would have wanted.

 

We utilize the professional assistance of EncorEstate Plans for the creation of Trusts, Wills and Power of Attorney.

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*We are not licensed attorneys but assist with the filling of documentation.

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Trusts, Wills, and Medical Directives
Trusts, Wills, and Medical Directives
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BRADFORD SERVICES
Veteran Services and Benefits

Bradford Financial Advisors teams up with Veterans Connected, a local Brighton 501c3 charity. They offer assistance with Veteran’s benefits, medical equipment at no charge, financial assistance, Adopt a Solider programs, Freedom River, and much more!

TAX SERVICES
Tax Preparation, Filing, and Planning

Book with our partner CMP Tax Management.

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CMP Tax Management can assist you with any questions about 2024 tax filing, or filing for previous years

 

*Cathryn Porter is the owner of CMP Tax Management and is certified to offer tax preparation and filing services. These services are not available or offered through HBW Advisory Service or Bradford Financial Advisors

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Veteran Services and Benefits
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