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Episode 11 | Understanding Insurance Products
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Understanding Insurance Products
It’s a complicated world when you’re shopping for insurance products and coverage. Whether you're bridging the gap from employer-funded health insurance with the exchange or are considering your Medicare options, the Bradford team brings in the experts to break down the options on the open market and considerations when you’re choosing your plan. Let’s sort through the options together with Bradford Financial Center's financial advisor, Shallon Weis.
Tune in to the last five minutes where our Five in Five segment delivers Five Insurance Mistakes and Tips on How to Avoid Making Them!
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
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