Broker Check

Videos

2023 Market Updates

Educational Videos

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views & opinions expressed are based on current economic & market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities & Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Planners & United Planners are not affiliated. United Planners & its representatives do not offer tax or legal advice.

Educational Insights

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn More
Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More
Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
Learn More