Investment Strategy

Investment Strategy

 

Investing With You. For You.

Bradley R Teets Investment Services is an Independent Financial Management Firm providing Portfolio Management for Retirees and Small Businesses. We provide a truly unique, one-to-one approach at our local Punta Gorda office. That's right folks! We have no (800) numbers nor do we limit our time spent based on a dollar amount invested. We value EVERY client! Our clients are provided strategy sessions with their Money Manager and Financial Planner, as many investors seek.

Maxamizing Your Income

Income and asset protection are by far your #1 Asset in Retirement! Paying close attention to tax implications while partnering with your accountant or tax professional, we seek to MAXAMIZE Income and pay the least amount in tax.

Protecting Your Assets

You've worked hard all your life to build a nest-egg. What happens if your crystal ball is cloudy? Our goal is to protect a portion of your assets to provide some safety for the unexpected.

Passing Your Legacy

Do you know your assets will pass to your desired beneficiaries? Will any of your assets go through probate? We help put your mind at ease by ensuring all of your assets are titled correctly, allowing your legacy to pass to your heirs in the least costly-most effective way based on your existing estate plan.

We work directly with YOU to structure a financial plan tailored to meet YOUR specific needs. At Bradley R Teets Investment Services, we pride ourselves on providing both top-notch customer service and education, to help YOU live better in retirement. Our experienced and well educated team work together with you, your attorney, your accountant or tax professional, and most of all, your family-to ensure your success, well-being and happiness in retirement!

 

 

 /