Financial Planning

Bradley, Foster & Sargent helps its’ clients answer some of life’s most important questions:

  • Will I be able to retire when I want to?
  • Will my family be protected if something should happen to me?
  • Am I saving enough?
  • Am I spending too much?
  • How much should I have in an emergency fund?

We work together with our clients to develop a customized financial plan that provides the information our clients need to make informed decisions and to help them with their long-term goals. As life brings changes, we will be here to help our clients reevaluate along the way.

We assist our clients with a multitude of planning topics:

  • Retirement Income Planning
    • Retirement Savings
    • Pre-Retirement Checkup
    • Downsizing & Transitioning Into Retirement
    • Social Security Timing
    • Tax-Efficient Savings Drawdown
  • Customized Financial Analysis & Modeling
  • Education Funding Strategies
  • Major Purchase or Expense Analysis
  • Charitable Giving Strategies
  • Promotion of Financial Literacy & Independence of Future Generations