In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. Throughout this retirement planning series, we've walked through the phases of retirement planning from the work you need to do in your early years, how to plan your actual job exit, and now this episode where we'll cover the post-retirement planning now that you've taken the leap to this new and exciting phase.

Stick around for the last five minutes where the two address Five Reasons Communicating Your Retirement Plans Matters in our Five in Five segment.

OUR APPROACH

Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.

Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.

OUR WEALTH MANAGEMENT SERVICES

Bradford Financial Center offers individual and corporate services in:

• Financial Consulting
• Investments
• Tax-savings Strategies
• Feasibility Studies
• Risk Management
• Retirement and Estate Planning, Trust Planning
• Business Development and Business Valuations

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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.