Bradley Associates: Complete Financial Planning

http://bradleyassociates.com/private-client.html

Bradley Associates will take a comprehensive approach in constructing your personal financial plan.

Comprehensive financial planning is the practice of considering all areas of each particular clients circumstances and any subsequent development of a plan to achieve your specific goals.

Bradley Associates employ a disciplined and comprehensive approach to reach your financial goals, we can incorporate your plan to fit with your broader life aspirations and significantly improve the probability of achieving them.

Our approach endeavors to takes account of the following issues:

• Cash flow analysis.
• Investment assessment.
• Tax position.
• Risk evaluation.
• School fees.
• Health care.
• Retirement planning.

Once Bradley Associates collects and reviews your financial information our advisers will have gained an intimate understanding of variations within your plan.

Our advisors will help you gain a new level of understanding and give you the control you are looking for over your finances and investments. Giving you the ability to build a solid foundation upon which to build upon and to make wise financial decisions.

Bradley Associates: Our Ventures

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Market Size The size and growth rate of the market is crucial to a company’s success and impacts the ultimate size of the outcome. Often what propels Bradley Associates’ overall financial success from above average to extraordinary are the large wins of only a few investments. Accordingly, market size and growth characteristics are key in our investment decision-making. Product/Service The product or service offered must be unique and serve a genuine need, cost effectively, without requiring a significant behavioral change on the part of the purchaser or end user. Business Model The economics of the business must be such that it is not capital intensive and provides for high sustainable gross margins. The combination of these two elements allows for a high, internally sustainable growth rate, thereby minimizing subsequent dilution. These characteristics are also highly valued in the public markets or by potential acquirers. There must exist a reasonable scenario for the business to achieve revenues of $50 million - $100 million within 5 years.