Our Financial Planning Philosophy
Strictly Business: Planning Strategies for Privately Owned Businesses. A book co-authored by Brad.
Speaking engagements, seminars & seminar registration.
Newsletter Archive & Newsletter Sign Up
Phone, e-mail, address, fax
Milwaukee Art Museum
Our Financial Planning Philosophy

Because you own a business, you are a member of an elite group in this country. Business owners tend to take more risks and work more hours, but they also have more opportunities. It is vital to take advantage of all the opportunities you have.  
  • Your business and your personal finances are intertwined and should be coordinated to work together to meet your goals.


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  • You must spend time working on your business not just in your business. With our help, you will do long-range planning as well as work on the day-to-day operations.


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  • Use asset allocation and style diversification to minimize risk. This includes investing outside your own business.


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  • Develop a long-term investment plan and stick to it. Delegating the day-to-day investment decisions to professional money managers allows you to concentrate on what you do best--building your business.


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  • Create a total financial plan covering all the areas of your life (tax, business, succession, investment, estate, retirement, insurance). Each area affects the other and they need to be organized into a cohesive strategy.
Our Financial Planning Philosophy Strictly Business: Planning Strategies for Privately Owned Businesses. A book co-authored by Brad. Speaking engagements, seminars & seminar registration. Newsletter Archive & Newsletter Sign Up Phone, e-mail, address, fax

9415 West Forest Home Avenue, Ste 202, Hales Corners, WI 53130
Phone: 414-529-9400   Fax: 414-529-9800   Email: brad@bradbaldridge.com

Securities offered through Securities America, Inc., member FINRA/SIPC, Bradley Baldridge, Registered Representative and Advisory services offered through Securities America Advisors, Inc., Bradley Baldridge, Investment Advisor Representative. Bradley Baldridge is licensed in the states of Wisconsin, Illinois and California. SIPC - www.sipc.org - FINRA - www.finra.org

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