Skip to main content

menu

Client Login

Consolidated Account Statement Fidelity Investment American Funds 401(k)Fidelity Net Benefits Mutual of Omaha 401(k)

Free Portfolio Risk Analysis

Home
About Us
Our Services
Events
Resources
- Blog
- Whitepapers
Videos
Podcast
Contact

Download Our Free whitepapers

Contact Info

1816 E Innes Street, Suite 102
Salisbury, NC 28146

Phone:(704) 216-2260
Fax: (704) 216-2262
office@bradshawfp.com

Get in Touch

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

Your name This field is required.

Your email address This field is required.

Subject This field is required.

Message This field is required.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Click for more info.

We are required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AL, FL, GA, ID, IL, IN, KY, NC, NJ, PA, SC, TN, VA, and WV.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC. Bradshaw Financial Planning, Inc., and United Planners are not affiliated.

© 2022 Bradshaw Financial Planning, Inc. All rights reserved.