Bradley Wealth

This October, we stand united in the fight against breast cancer. ?? Together, we honor the courageous fighters, resilient survivors, and the cherished memories of those we've lost. Let’s raise awareness, support vital research, and inspire hope for a brighter future. #BreastCancerAwareness #InspireHope #TogetherWeCan

We appreciate this wonderful review from Chris! ?? Your success is our top priority, and we’re grateful for the trust you place in us. If you're serious about your finances and long-term success, we're here to help you every step of the way. ?? 480-800-8638 ?? [email protected] #BWCoreValues #TrueWealth #TeamBW

Executives know the importance of strategic planning in business, but what about your personal financial strategy? Working with a financial professional can provide the insights and strategies you need to navigate complex financial decisions, mitigate risks, and work towards long-term financial goals. #NavigateComplexity #TailoredFinancialPlan #LifeOfYourDreams

We cannot think of a better time to discuss the importance of financial literacy, education, and planning for the future, especially in the context of the great wealth transfer. ?? With more than $84 trillion expected to change hands over the next two decades, educating the next generation on financial management and responsibility is crucial. ? Here are a few things to keep in mind when trying to foster financial values in your family: Create a personal financial mission statement with your family. This could be about pursuing financial literacy or focusing on charitable giving. ?? Schedule regular family meetings to discuss values and financial goals. ?? Teach financial literacy to your children. This can include showing your children how to save money, distinguishing between needs and wants, or overviewing basic financial principles such as budgeting, credit, or even investment strategies. ?? By prioritizing financial education and planning, we can help prepare future generations to manage their wealth responsibly and carry on their family’s financial legacy. ?? #InvestInEducation #NextGenMoneySmart #WealthTransferWisdom

Did you know? Workers now anticipate that 43% of their retirement income will come from 401(K)s, up from 40% just last year, according to the 2024 Schwab 401(K) Participant Study. ?? With our innovative Pontera solution, we’re here to maximize every dollar in your 401(K). Reach out to us to see how we can help! ?? (619) 512-4100 ?? [email protected] #FutureReady #TrustedAdvisor #401KMagic

Secure a healthier, worry-free retirement by planning now and saving for health care expenses. Stay active, max out retirement accounts, consider long-term care insurance, and consult your financial team for comprehensive planning. #HealthyRetirement #MaxOutYourFuture #WorryFreeLiving

It's important to understand WHY we worry about money. Consider these three reasons: 1. Fear of the Unknown: The future is unpredictable, and uncertainty can be daunting. Whether it’s potential job loss, unexpected expenses, economic downturns, or the fear of what might happen can cause stress. 2. Responsibility to Others: Many of us have dependents or loved ones who rely on our financial support. This responsibility adds pressure to ensure that we can provide for their needs, whether it’s paying for education, healthcare, or daily living expenses. 3. Maintaining Independence: Financial independence means having the freedom to make choices without being constrained by money. The desire to maintain this independence drives many of our financial decisions. We worry about money to ensure we have the resources to live life on our terms, support our lifestyles, and secure our futures. #MoneyMindset #EmpowerYourself #FinancialAwareness

Time constraints, complexity of compensation packages, and high expectations can all be factors leading you to push your financial planning aside. Working with a financial team helps to make sure your finances are taken care of while you focus on leading your company. Here are four ways our team helps executives like you: - Identify areas where we can help you optimize your compensation package - Perform scenario-based planning - Develop partnerships for a comprehensive view and strategic approach - Create actionable planning strategies that are tailored to your unique needs and goals. #ExecutiveFinance #OptimizeYourWealth #LeadershipAndStrategy

We'd like to wish a very happy belated birthday to Brandon! ?? We hope your special day was filled joy, laughter, and all the best things in life. Your hard work and positive energy make such a difference every day. Here's to another fantastic year ahead! ????

Discussing your finances with friends and family benefits both you and your loved ones, bringing the often-ignored topic of financial literacy to the forefront. It doesn't mean you have to get overly specific, divulging income or net worth, but talking more generally about your financial fears and aspirations can be incredibly empowering. #FinancialLiteracy #MoneyTalks #FinancialEmpowerment