Kentucky Financial Advisor

www.bradshawandweil.com

BRADSHAW & WEIL INSURANCE AND FINANCIAL PLANNING | 621 BROADWAY |  PADUCAH, KENTUCKY 42001270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Bradshaw & Weil  and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the vommission and does not mean that the adviser has attained a specific level of skill or ability.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

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Timeless solutions for financial prosperity.

BRADSHAW & WEIL WEALTH MANAGEMENT  | 621 BROADWAYPADUCAH, KENTUCKY 42001 | 270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. VCM and Bradshaw & Weil Wealth Management are independent of each other. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success.

Disclosure

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

FINANCIAL PLANNING | RETIREMENT PLANNING | EDUCATION PLANNING | WEALTH MANAGEMENT

We are your pathway to financial success.

About Bradshaw & Weil Wealth Management

Bradshaw & Weil Wealth Management was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

 

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

 

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

 

Our Principles Set the Standard for Success

At Bradshaw & Weil Wealth Management, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

CONTACT US

www.bradshawweilgroup | 270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. VCM and Bradshaw & Weil Wealth Management are independent of each other. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success.

Disclosure

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Planning for retirement, families and business.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place.  Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

Your road to financial freedom starts here.

RETIREMENT

FAMILIES

SMALL- BUSINESS

CONTACT US

www.bradshawweilgroup | 270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. VCM and Bradshaw & Weil Wealth Management are independent of each other. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success.

Disclosure

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Meet our founder Brandon W. Morgan.

Brandon is President of Bradshaw & Weil, Inc. and has been in the insurance business for 27 years. He became a Certified Financial Planner™ in 1998 and has connected insurance and Financial Planning through Bradshaw & Weil, Inc. ever since.

 

With all of the economic turmoil in the markets, the country, and all around the world, it’s more important now than ever to keep your wealth safe and secure…but also growing. And Brandon is the person that can assist you in making that happen.

 

More importantly, Brandon's mission is to help you avoid losing money and build your wealth safely and securely. Regardless of your financial situation, Brandon can get just about anyone on the right path to become an educated consumer and be able to sleep well at night.

 

Brandon is an avid runner and Kentucky Wildcats Fan! He enjoys volunteering to help with community events such as races and golf tournaments. He has two twin daughters that will be heading to college soon. He plans spend the additional free time with his wife, golfing, and traveling to see their girls.

 

CONTACT US

www.bradshawweilgroup | 270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. VCM and Bradshaw & Weil Wealth Management are independent of each other. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success.

Disclosure

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

All the right services to get the job done.

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. These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.

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.

 

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

 

 

 

Unique programs that are custom

designed for your financial success.

Our goal is your success and having the right tools to make this happen is step one. Our unique 401kPlanPro systems have been custom designed and created to help ensure that you win the investment arena. Fill out the form below to download both free reports now.

 

Our 401kPlanPro Program

The 401kPlanPro is a personalized and comprehensive program designed to help investors make informed decisions with their company-sponsored retirement plans such as as 401(k), 403(b) and 457. The 401kPlanPro includes a unique Buyline® feature that offers quarterly buy/sell recommendations and more.

Read our free report now for more information.

Smart Retirement Steps to Take Now

Research shows the average American has held 11 jobs before retiring. Have you left a 401k with a previous employer? Learn what options are available and what you should do with your 401k plan including rolling over to an IRA. Learn how to lower expenses while increasing your investment options and create a comprehensive plan that includes your 401(k) and other assets.

Read our free report now for more information.

FILL OUT THE FORM BELOW TO DOWNLOAD BOTH OF THESE FREE REPORTS

CONTACT US

www.bradshawweilgroup | 270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. VCM and Bradshaw & Weil Wealth Management are independent of each other. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success.

Disclosure

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

Contact us here anytime 24/7/365.

www.bradshawweilgroup | 270-444-7291

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. VCM and Bradshaw & Weil Wealth Management are independent of each other. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success.

Disclosure

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.