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 How do we define comprehensive? The best way is by example. For instance, because of our independent status, we have the flexibility to advise you on any account, no matter where and by whom it is held (i.e. your employer's retirement plan). How many of the big firms will do that? Very few, if any. That little nugget of information is indicative of our belief that we can only offer proper advice when we are familiar with all your investments. That said, the core services we offer are retirement planning and investment management. For retirement planning, we use a proprietary program called SecureRetirement. With so many formulas and formats and spreadsheets already out there to guide the construction and execution of a retirement plan, why did we see the need to create our own? Because we didn't see a solution for establishing retirement predictions with the clarity and accuracy we (and our clients) demand. (Remember, thinking like other financial planners is not one of our traits.) In addition, DouglasBradley brings the same personalized, problem solving focus to:
Let others pay lip service to comprehensive financial advice. At DouglasBradley, we deliver it everyday to every client. |
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