 |
 DouglasBradley's totally independent, Fee-Only status, frees us to explore strategies that are in the best interest of each client, unlike other advisors who showcase products that are in the best interest of their firm. (That's right, we receive no commissions, no transaction fees, no referral fees, no split fees – no income at all from any outside party.) This freedom defines our role as client advocate, unleashes our creative spirit, and guides our customized recommendations. It allows us to stop and ask ourselves the fundamental question, "What would we do if we were in this client's shoes?" More importantly, it inspires us to find the most effective solutions. Another critical benefit of our independence: It empowers us to be real - to take the intangible, "pie in the sky" nature of financial planning and translate it into clear, concise, logical, stress-reducing actions. A good example is SecureRetirement, a program we developed in-house to give our clients a completely personalized, dream-driven roadmap to their futures. Bottom line (everyone's major concern), what you will find in DouglasBradley is a financial planning collaborator who is flexible, imaginative, detailed, and who never, ever attempts to fit a square peg into a round hole. |
| Home |
| Perspective |
| Experts |
| Investment Philosophy |
| Services |
| Resources |
| Contact Us |
