Bradley Clark (CFP®, MBA, RICP®)

Bradley Clark focuses in the
following client markets or areas of practice:

Annuities

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We offer investment management & financial planning, just like many financial advisors do.

Unlike other advisors, however, we have a deep specialty in retirement income planning.

If you’re already retired, or retiring in the next 5 years, I urge you to watch the following videos about retirement income BEFORE you select an advisor!

RETIREMENT INCOME VIDEO CLASS (each video is only about 5 minutes):

Class Overview: The 10 Steps to Retirement Income for Life

Step 1 - Set Your Financial Goals

Step 2 – Maximize Social Security

Step 3 - Maximize Your Employer Pension

Step 4 - Drive Income with a Bond Ladder

Step 5 - Build Your Own Pension

Step 6 - Build Your Growth Portfolio

Step 7 - Plan for Long-Term Care Expenses

Step 8 – Boost Your After-Tax Returns

Step 9 - Cut Your IRA Tax Bill (Permanently)

Step 10 - How to Pay Your Financial Advisor

Class Recap - Implementing Your Plan

Additional Information

6 FACTS ABOUT ME

1] I’m one of only 2% of advisors who is both a CFP® and a Retirement Income Certified Professional (RICP®).

2] I’ve been helping people make better financial decisions for 25+ years.

3] I was Publisher of The Motley Fool.

4] I got my BA in economics from Harvard.

5] I hold my MBA from Stanford, where I studied Portfolio Theory with Nobel Prize winner Bill Sharpe.

6] I don't like when advisors charge a percentage, so I charge a flat fee

7] I love talking with people about their Retirement Income Plan, so schedule your free call!

You can read my full story here.

NAPFA Start Date

September 12, 2016

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