Financial Planning

Farsighted thinking that empowers your future

Brady Ware Financial PlanningPersonal financial planning involves much more than balancing a checkbook and managing a few mutual funds. Securing your wealth for the future—while living well today—requires a detailed strategy that’s based on your current situation, your short- and long-term goals, and the realities of the marketplace. You also need to consider the potential tax implications of your decisions.

Brady Ware’s advisors help you develop comprehensive financial plans that secure your wealth now and into the future. We understand that your financial needs are unique, and we work with you to develop customized plans that fit with your lifestyle, the needs of your business, and your personal goals.

We help develop a personal financial plan that:

  • Is customized to your assets, risk tolerance, and financial and life goals
  • Integrates with your estate plans and succession plans
  • Looks at how you will transition from full employment to full retirement
  • Provides a roadmap for prioritizing your assets, helping you plan what to hold, what to use, and when to sell
  • Offers security and peace of mind for you and your loved ones

We see personal financial planning as a process, not a task. We work side by side with you over the long run, helping you adjust your plans and your portfolio to reflect changes in your career, your family, and the overall economic environment. We bring the vision you need to see a clear path to financial security.

To learn more about how we can help secure your financial future, contact:

Dayton, Ohio
Tom Gmeiner –  tgmeiner@bradyware.com – 937-223-5247

Columbus, Ohio
Dawn Harper – dharper@bradyware.com – 614-885-7407

Richmond, Indiana
Jeff Jackson – jjackson@bradyware.com – 765-966-0531

Atlanta, Georgia
Tommy Marsh – tmarsh@bradyware.com – 404-257-9475