I. Investments*
As part of the implementation of the financial planning process, Bradford Financial Center makes available through United Planners' Financial Services of America the purchase and sale of the following:
- Stocks
- Government Bonds
- Corporate Bonds
- Tax Free Bonds
- Limited Partnerships
- Public
- Private
- Secondary Market
- Government Securities
- CD Brokerage
- Real Estate Programs
- Mutual Funds
- Real Estate Trust
II. Insurance Programs
Don’t become insurance poor.
Only purchase the amount and kind of insurance to best maximize financial needs.
The Bradford Financial Center strives to offer onle the best benefits for the lowest cost!
- Disability Income
- Keyman Insurance
- Split Dollar Plans
- Life Insurance
- Annuity*
- Long Term Care Plans
III. Employers
The Bradford Financial Center has programs for large, medium and small employers, to enhance your objectives, planning, profitability, and employee communication.
- Employer Tax Planning
- Employee Handbooks
- Employer Benefit Statements
- Several Feasibility Studies (Ex: "Should I Incorporate?")
IV. Cafeteria Plans
V. Design and Administration of Qualified Plans
The Bradford Financial Center will design and administer the best retirement plan to fit the needs and desires of your firm. We allow employers and employees to self direct the investments which will allow for individual client risk tolerance and goals. Individual financial counseling is available to guide each employee through the financial planning process.
- Define Benefit Plans
- 401K Plans
- Money Purchase Pension Plans
- Profit Sharing Plans
- Employee Stock Ownership Plans
VI. Non Qualified Plans
If you wish to reward and keep key employees the Bradford Financial Center will design a “golden handcuff” program. Plans are individually tailored to meet your company and personal objectives!
- Private Pension Plans
- Deferred Compensaion Plans
VII. Business Development
The Bradford Financial Center will help entrepreneurs bring their product and or service to market. We will bring the three most needed ingredients to the table to help improve your odds for success!
- Funding
- Administration
- Management
VIII. Individuals
People don’t plan to fail but many fail to plan. The Bradford Financial Center will guide those willing to plan for success through the five cornerstones of financial success.
- Personal Tax Planning
- Retirement Planning
- Estate Planning
- Investment Planning
IX. Tax Sheltered Programs for Individuals
The biggest expense we all have is taxes. The Bradford Financial Center will help you keep your money home and working for you and not the government.
- Individual Retirement Accounts (IRA’s)*
- Keoghs*
- Simplified Employee Pension Plans*
- 501 C 3 Annuities (TSA)*
- 403 B Plans*
X. Trust Services
Trust services are one of the most underused and misunderstood financial planning tools in the United States. Even those who have a trust are usually not using them to their full potential. The Bradford Financial Center is one of the largest planners, administrators, and consultants of trust services in the United States. We can help you with setting up the proper type of trust and to fully utilize and take advantage of your existing trusts!
- Revocable
- Irrevocable
- Charitable Remainder
- 501 C 9 Trust
- Foundation Administration and Management
- Private Annuity
XI. Managed Investment Services
Management is everything! The Bradford Financial Center has a management service which may help you protect your money in a down market and increase your earnings in an up market. The Bradford Financial Center will trend time market securities using professional management to keep a watchful eye on your assets at all times! This service is offered through the Bradford Financial Center's Registered Investment Advisor.
**There can be no assurance that our timing service can protect against loss or guarantee of profit.
- Stocks*
- Bonds*
- Mutual Funds*
- Variable Annuities*
- Gold Funds*
XII. Structured Settlements
- Selling your business
- Selling capital gain property - such as farm and commercial real estate
- Lotteries
- Personal injury, wrongful death, and workers compensation claims
XVII. Other Services
The Bradford Financial Center has various services to help individuals and companies better define, improve, and navigate through their financial situation. These programs are designed to maximize wealth for you, your family, and or your business!
- Business Valuation
- Asset Managment Programs
- Section 4980 Overfunded Pension Transfers
- Section 83 Retained Earnings Transfer
- Tax Return Review
*Securities offered through United Planners Financial Services of America, Member FINRA/SIPC. The Bradford Financial Center and United Planners are not affiliated.
