$98MM AUM | $1.5MM GDC in
I founded Bradford 1970 . We are a full service financial planning firm . We are one of the largest in the Midwest . We are a federal RIA . We do taxes and have licenses in 46 States . Bradford specializes in estate planning ; retirement planning ; business development ; investment planning ; trust planning ; business valuations ; lending and leasing brokerage ; risk management ; employee benefits ;tax planning ; tax preparation and bookkeeping services .