Services

Services
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Bringing your dreams and plans to fruition…

We provide independent advice based on established research methods, and our  in-depth sector knowledge. We have a strong client focus and we provide more than simply a report or analysis. We strive to give expert advice and support based on our economic expertise, as well as communicate facts to our customers.

Asset Management

Putting all your eggs in one basket can lead to broken financial dreams. Stockham & Bradford’s team of financial advisors will seek to ensure your investments are properly diversified with a sensible asset management strategy. By blending a variety of account types and investment styles, your “eggs” will be in many “baskets,” all conveniently organized and managed within our system.

Retirement Planning: Personal and Business

Retirement begins the moment you decide to prepare for it involving two phases, building assets, and making those assets last. A comprehensive, full retirement plan is the result of careful research, developing goals, strategy selection and timely review during all phases. Our services extend both to individuals for their personal retirement as well as to small businesses looking for the best benefit package for their employees. We assist with choosing from a range of services tailored to small businesses. We help decide if 401(K), SEP, SIMPLE or even a Defined Benefit plan is best for you. Additionally, we offer payroll services through ADP as well as benefits plans including life and health insurance.

Comprehensive Financial Planning

In order to simplify the financial lives and provide peace of mind for our clients, we employ comprehensive and integrated advice. Our process is to prioritize goals, analyze assets, develop a plan, implement a strategy and monitor outcomes adjusting the plan as needed.

Investment Planning

Building a solid, long-term investment strategy is not a one-and-done activity. We’ll help you assess your strategy, explore new options, and recommend timely adjustments to help you achieve your financial goals.