All the right services

to get the job done.

We assist clients in every

aspect of their financial life.

Bradshaw & Weil Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's important journeys, thus earning us a solid reputation in our industry.

 

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

 

401k Rollovers

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options. all.

 

Insurance Products

 Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

 

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

 

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

 

 

Our Complete List of Services

• Social Security Planning

• Retirement Planning

• Insurance Planning

• Wealth Transfer Strategies

• College Planning

• Charitable Giving • IRAs

• Annuities (Variable, Fixed, Indexed)

• Mutual Funds

• Investment Products (401k, REITs, etc)

• Personal Life Insurance

• Business Insurance Planning

• Disability Income Insurance

• Long Term Care Insurance

• Employment Retirement Rollovers

 

 

BRADSHAW & WEIL |  INSURANCE & WEALTH MGMT

621 BROADWAY |  PADUCAH, KENTUCKY 42001

TAP TO CALL 1-270-444-7291