At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pitfalls and stay on track with your financial journey.

🎧 Stick around for the final five minutes as we dive into our Five in Five segment— outlining five financial red flags that might help you avoid money trainwrecks. 

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 situation.