Dallas, TX CPA firm | 214-710-1255

Financial Services

Financial Services

Bradley & Associates, P.C. specializes in financial planning services to preserve wealth and protect assets. Our vast knowledge of financial services gives us the insight to help you make critical decisions that impact your future. We spend considerable time developing a thorough understanding of your personal financial goals, so we can coordinate a personalized plan that allows you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.

At Bradley & Associates, P.C., a Dallas CPA firm, we have the skills and expertise to help guide and direct you through complicated financial decisions that affect your future. When we work with our clients we take into consideration all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and estate and trust planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals. As CPAs and trusted advisors, we help you to see beyond your immediate financial concerns to achieve a long term vision for your future.

Financial Services for Individuals

  • Evaluating retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Evaluating insurances needs - life, health, disability
  • Mutual funds and annuities
  • Retirement planning
  • Asset protection
  • Business succession planning
  • Employee benefit plans
  • Executive compensation plans
  • Key employee retention plans
  • Buy/sell agreements

We take a consultative approach that allows us to fully understand your unique needs and concerns. This allows us to create a custom solution design to bring you peace of mind and financial security when you need it.

Call us today at 214-710-1255 or toll free at 1-833-921-9977 and ask for David Bradley to discuss your financial needs with an experienced Dallas CPA. You can also request a consultation through our website.