Bradley Clark (CFP®, MBA, RICP®)
Bradley Clark focuses in the
following client markets or areas of practice:
- Annuities
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Annuities
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We offer investment management & financial planning, just like many financial advisors do.
Unlike other advisors, however, we have a deep specialty in retirement income planning.
If you’re already retired, or retiring in the next 5 years, I urge you to watch the following videos about retirement income BEFORE you select an advisor!
RETIREMENT INCOME VIDEO CLASS (each video is only about 5 minutes):
Class Overview: The 10 Steps to Retirement Income for Life
Step 1 - Set Your Financial Goals
Step 2 – Maximize Social Security
Step 3 - Maximize Your Employer Pension
Step 4 - Drive Income with a Bond Ladder
Step 5 - Build Your Own Pension
Step 6 - Build Your Growth Portfolio
Step 7 - Plan for Long-Term Care Expenses
Step 8 – Boost Your After-Tax Returns
Step 9 - Cut Your IRA Tax Bill (Permanently)
Additional Information
6 FACTS ABOUT ME
1] I’m one of only 2% of advisors who is both a CFP® and a Retirement Income Certified Professional (RICP®).
2] I’ve been helping people make better financial decisions for 25+ years.
3] I was Publisher of The Motley Fool.
4] I got my BA in economics from Harvard.
5] I hold my MBA from Stanford, where I studied Portfolio Theory with Nobel Prize winner Bill Sharpe.
6] I don't like when advisors charge a percentage, so I charge a flat fee
7] I love talking with people about their Retirement Income Plan, so schedule your free call!
You can read my full story here.
NAPFA Start Date
September 12, 2016