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Our Process

Our Process

Our office specializes in helping clients achieve their financial goals by providing personalized advice and tailored solutions that fit their specific needs. Serving our community for over 15 years, we have a deep understanding of the market and can help you navigate the unique challenges and opportunities it presents.

What Is Your Financial Focus?<br/>

What Is Your Financial Focus?

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired Bradshaw Rogers Financial Partners to offer financial services to help people live a life focused on what’s truly important.

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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  • Estate Management

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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  • Financial Planning

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

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Community &#38; Client Events

Community & Client Events

Looking to stay up-to-date on the latest economic trends and learn more about retirement options? Join Bradshaw Rogers Financial Partners, Inc. at one of our complimentary seminars. Our team is dedicated to helping our community make informed financial decisions, and we're excited to share our knowledge with you. Whether you're just starting to plan for retirement or you're a seasoned investor, our presentations offer valuable insights that can help you achieve your goals. Contact us today to reserve your seat at our next event. We look forward to seeing you there!

Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

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The Cycle of Investing

The Cycle of Investing

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When Do You Need a Will?

When Do You Need a Will?

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What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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