Welcome to Bradshaw Financial Planning

At Bradshaw Financial Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Throughout Salisbury and across the Piedmont-Triad and Southwest NC, our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Videos and Podcasts

BFP in the Community

It’s more to us than just retirement planning.

LEARN MORE!

Introducing BFP University: Mind Your Money

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Our Team

Meet Our Team

Read Our Latest Guide

What will your legacy be?

Arm yourself with key information to help you build a legacy for the ones you love when you’re gone. There are many ways to establish and grow a meaningful legacy. Click below to download our latest guide to help get you started on the right path forward.

Analyze Your Risk

Are you taking on too much risk? Click the button below to discover your risk tolerance level!

 It’s as easy as 1, 2, 3…

  1. Complete the questionnaire below
  2. Receive your results
  3. Schedule your complimentary meeting with Trent & Brandon to review

Free Portfolio Risk Analysis

Blogs

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |
Categories
Carrying consumer debt into retirement can quickly reduce the monthly cash flow available to spend on healthcare, travel, and leisure activities or could necessitate drawing down retirement accounts faster than planned. Either situation puts you at risk for running out of money or facing significant lifestyle changes to make ends meet.
Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |
Categories
If you believe your estate might owe estate tax, gifting assets to your heirs throughout your life, rather than waiting until death, can be a powerful way to reduce the amount of taxes ultimately paid by your estate.