Retirement Planning

Retirement Planning to Safeguard Your Future and Legacy

Retirement is about more than enjoying your years ahead; it’s about protecting your lifestyle and your family’s future. At Bradley Wealth, our retirement planning services help you retire with confidence while preserving and growing your legacy. Whether you need guidance today or expert retirement planning in Scottsdale, we’ll craft a strategy built around your goals.
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Service Overview

Retirement Planning Services

At Bradley Wealth, we create personalized retirement planning strategies that strengthen your financial future while preserving wealth for generations to come. Our holistic approach blends tax-efficient investments, income planning, and estate planning to ensure every part of your financial life works together seamlessly. Whether you’re just beginning to save or approaching retirement, our retirement planning services evolve with your needs. With trusted guidance and ongoing support, you can confidently enjoy your retirement while leaving a meaningful legacy for your family.
At Bradley Wealth, we create personalized retirement planning strategies that strengthen your financial future while preserving wealth for generations to come. Our holistic approach blends tax-efficient investments, income planning, and estate planning to ensure every part of your financial life works together seamlessly. Whether you’re just beginning to save or approaching retirement, our retirement planning services evolve with your needs. With trusted guidance and ongoing support, you can confidently enjoy your retirement while leaving a meaningful legacy for your family.
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Savings in Retirement

570K

Differentiators

Why We're Different

Client-Centric, Transparent Approach

At Bradley Wealth, retirement planning begins with listening. We take the time to truly understand your needs, values, and long-term goals, providing clear and transparent advice every step of the way.

Comprehensive Wealth Management

Your retirement plan should work hand in hand with your overall wealth strategy. That’s why we integrate investments, taxes, estate planning, and retirement planning services into one seamless approach, supporting your financial goals while protecting your family’s future.

Tailored Retirement and Legacy Solutions

No two retirements look the same. Our team designs personalized retirement planning strategies that reflect your unique lifestyle and aspirations. With a balanced approach, we help secure your financial future, preserve your wealth, and build a meaningful legacy for generations to come.

Customized
Retirement Income Planning

A reliable income stream is the foundation of a confident retirement. At Bradley Wealth, we design personalized retirement income strategies that ensure your money lasts as long as you do. By balancing your current lifestyle with long-term sustainability, our retirement planning services integrate tax-efficient withdrawals, investment management, and risk mitigation—so you can live comfortably while adapting to life’s changes with ease.

Wealth
Preservation for
Future Generations

Retirement planning is not only about your future; it’s about ensuring your wealth continues to benefit those you love. Our advisors help create strategies that minimize taxes, maximize growth, and protect your assets. Whether through strategic estate planning, charitable giving, or tax-efficient investments, we provide retirement planning solutions that safeguard your legacy for generations to come.

Tax-Efficient
Retirement
Strategies

Taxes can significantly impact your retirement savings, which is why they’re central to our holistic retirement planning approach. From Roth conversions to tax-deferred accounts, we implement strategies designed to minimize your tax burden and maximize long-term value. For individuals and families seeking retirement planning in Scottsdale, our team ensures your savings work harder for you, so your financial freedom lasts throughout every stage of retirement.

Plan Your Future with Confidence

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Our Process

The Bradley Wealth Way

Step 1

Introduction

At Bradley Wealth, we begin working for you from day one, connecting you with a dedicated advisor who will take the time to understand your goals and craft a personalized financial plan that aligns with your vision for an ideal life.

Step 2​

Discovery

The first and most important step is building a strong relationship between you and your advisor. We take the time to understand what’s most important to you—your aspirations, values, and dreams—so we can design a financial plan that supports your retirement, career transitions, estate planning, or entrepreneurial goals.

Your Career

Years in Medical Industry

Step 3

Data Gathering

To create a comprehensive roadmap for your financial future, we analyze every facet of your financial life, including your goals, risk tolerance, and resources. A holistic understanding allows us to build a plan that addresses where you are today and how to reach your desired destination.

Ralph
Edwards

Balanced portfolio

Step 4​

Wealth Plan Reveal

With a deep understanding of your assets and aspirations, we design a custom wealth plan tailored to your goals. This roadmap outlines the steps needed to achieve your ideal life and provides clarity and direction for the journey ahead.

Step 5

Implementation

Through regular updates and communication, we help keep your plan aligned with your goals, adapting to life changes and shifting market conditions, so you stay on track to pursue your long-term goals.

Testimonials

Real Voices.
Real Relationships.

“If you are serious about creating wealth for yourself and building a financial future for your family. Look no further than Bradley Wealth.

I’ve known Michael Bradley for over 12 years. His character and strong intellect into wealth management goes beyond how he carries himself. This plays directly into the standards he carries for his firm. I’ve watched him and his 5 star team yield returns and results over results to all of their clients. The customer service at Bradley Wealth goes above and beyond expectations at delivering whatever you need to cater to your portfolio. His team is dialed in to ensure everything you need is attended and handled with efficiency and urgent need…”

Mike Bernknopf

google

“The Team at Bradley Wealth is fantastic! They keep us updated every 3 months or so about how our money is doing in the market. This makes me feel very confident in their ability to manage our retirement account. The team has made it possible to retire a lot sooner than I expected! You can rest assured that the team will take good care of you! We love them!”

Lisa Miller

google

“We have been a client of Bradley Wealth since June 2024, and we couldn’t be happier with the exceptional support received. The professionalism of their team is evident in every interaction, making complex financial concepts easy to understand. Their responsiveness and dedication to our financial success have been outstanding!

The kindness and generosity shown by the team have truly set them apart. They take the time to listen and offer tailored advice that suits our unique needs. It’s refreshing to work with a company that treats you like family, fostering a genuine sense of friendship.
Overall, I wholeheartedly recommend Bradley Wealth to anyone seeking a reliable and compassionate partner in their financial journey. 😊”

Stephanie Carlock

google

“Bradley Wealth has been managing my company 401k as well as my personal portfolio for the last 7 years. They do an annual walkthrough with me to make sure I am on track for future finances and are always available to answer questions I may have. I highly recommend them to anyone looking for a full service financial firm that cares about you and knows you and your family needs personally.”

Reed Hartzog

google

“We’ve been clients of Bradley Wealth, a financial advisory firm, for 13 years. As a small boutique firm, they excel in providing exceptional customer service and truly make their clients feel like part of the family.

Bradley Wealth offers a comprehensive suite of financial services, including traditional and alternative investments, insurance, and more. Their personalized approach ensures that each client’s unique needs are met, and their dedication to fostering strong relationships is evident in every engagement.

I highly recommend Bradley Wealth to anyone seeking a trustworthy and client- focused financial advisor. Their commitment to excellence and client satisfaction is second to none.”

Todd Stevens

google

*These testimonials were provided via Google Reviews. Clients were not compensated, and experiences may not reflect those of all clients. Testimonials do not guarantee future performance. Full reviews, including all ratings, are available here.

Let’s Build a
Legacy You’re
Proud of

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