Meet Your Bradshaw Financial Planning Team

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

Our experienced professionals have helped many people just like you with similar issues and concerns.

We can help you address:

  • Investing principles and strategies

  • Retirement investing and distribution strategies

  • Estate conservation issues

  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?

  • Are my investments working hard enough?

  • What’s a good approach for college savings?

  • What are the elements of a comprehensive estate strategy?

  • Do I have enough life insurance for my family?

We can help you create an approach that is designed to address your individual situation.

SCHEDULE YOUR COMPLIMENTARY REVIEW!

Trent Bradshaw, CFP®, AIF®

Owner/President

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Brandon Rogers, CFP®, AIF®

Certified Financial Planner™

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Megan Renninger

Executive Assistant

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Crystal Bradshaw

Office Manager

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Heather Martell

Client Relations Manager

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Logan Alexander

Marketing Director

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AT BRADSHAW FINANCIAL PLANNING WE PROUDLY SUPPORT THE FOLLOWING:

Meals on Wheels
Mainstreet Marketplace
YMCA
Catawba College Athletics & Chiefs Club
Salisbury Rowan Runners
ACS: Relay For Life
American Legion Baseball

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CHECK OUT OUR RESOURCES

MEET OUR TEAM

ANALYZE YOUR RISK