Your Brady Wealth Management Retirement Blueprint
A 3-step process showing you how to
lower taxes, invest smarter, and maximize retirement income.
Tax Return * Investment Analysis* Retirement Paycheck
Step 1
Discovery Meeting
We will spend the first 15 minutes of this meeting ensuring your situation matches our expertise. (After all, you wouldn’t see a Cardiologist if you needed foot surgery!) If we mutually agree there is a potential fit, we will spend our remaining time learning more about you and your unique challenges. We will also share more about our firm and answer your questions.
Step 2
Share Documents
After our Discovery Meeting, we will securely request a few important documents from you. These documents, coupled with what we learned during our first meeting, will help drive our analysis.
Step #3
Review Assessment
During this meeting, we will deliver the results of your Retirement Assessment. Our analysis will show you exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Take Your Time
At this stage, we encourage you to take all the time you need to decide whether you’d like to proceed with our process. We recommend reflecting on whether you trust, like, and respect our guidance, evaluating how effectively we communicate our recommendations, and considering if the value we offer far exceeds the cost of our partnership.