Bradley Clark (CFP®, MBA, RICP®)

Bradley Clark focuses in the
following client markets or areas of practice:

  • Annuities
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We offer investment management & financial planning, just like many financial advisors do.

Unlike other advisors, however, we have a deep specialty in retirement income planning.

If you’re already retired, or retiring in the next 5 years, I urge you to watch the following videos about retirement income BEFORE you select an advisor!

RETIREMENT INCOME VIDEO CLASS (each video is only about 5 minutes):

Class Overview: The 10 Steps to Retirement Income for Life

Step 1 - Set Your Financial Goals

Step 2 – Maximize Social Security

Step 3 - Maximize Your Employer Pension

Step 4 - Drive Income with a Bond Ladder

Step 5 - Build Your Own Pension

Step 6 - Build Your Growth Portfolio

Step 7 - Plan for Long-Term Care Expenses

Step 8 – Boost Your After-Tax Returns

Step 9 - Cut Your IRA Tax Bill (Permanently)

Step 10 - How to Pay Your Financial Advisor

Class Recap - Implementing Your Plan

Additional Information

 

6 FACTS ABOUT ME

1] I’m one of only 2% of advisors who is both a CFP® and a Retirement Income Certified Professional (RICP®).

2] I’ve been helping people make better financial decisions for 25+ years

3] I was Publisher of The Motley Fool.

4] I got my BA in economics from Harvard.

5] I hold my MBA from Stanford, where I studied Portfolio Theory with Nobel Prize winner Bill Sharpe.

6] I don't like when advisors charge a percentage, so I charge a flat fee

7] I love talking with people about their Retirement Income Plan, so schedule your free call!

You can read my full story here.

NAPFA Start Date

September 12, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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Other Offices

303 Wyman St Ste 300 Waltham, MA 02451-1255 Phone: (781) 810-4310
300 Brickstone Sq Ste 201 Andover, MA 01810-1497 Phone: (978) 364-0605