menu Previous Slide ◀︎ Next Slide ▶︎ Managing Wealth Journeys Since 1970 Financial Freedom Starts with a Managed Plan. Discover How Bradford's Wealth Management Works for You! Explore Our Services ABOUT BLOG SERVICES CONTACT ABOUT BRADFORD No matter where you are on your wealth journey, Bradford’s team of financial professionals will guide your investment needs and insurance solutions with a customized wealth management plan. Bradford's History WORKING WITH BRADFORD We recognize that our clients look to us to help grow their money. That’s why we personally meet with you to present an analysis and discuss our recommendations. We still believe in developing relationships; in picking up the phone and talking to our clients. How We Manage Wealth OUR SERVICES INVESTMENTS Investments can play a key role in your financial security plan. A mix of Qualified and Non Qualified savings can help achieve your goals. *Securities offered through United Planners RETIREMENT PLANNING Younger generations today have many new dimensions to consider on their retirement journey that their grandparents didn't have. YOUR FINANCES Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis. ASSET ALLOCATION Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. WATCH & MANAGETM Bradford Financial Center's Watch & Manage service can provide investors the opportunity for higher returns while potentially decreasing their portfolios risk factor. ESTATE PLANNING At Bradford Financial Center, our clients rely on our financial planners to help protect their assets and help them avoid potential court issue surrounding their estate. TEAM JAMES W. TAUSZ CFP®, AIF® President SHALLON J. WEIS CFP®, AIF® Financial Advisor MARTY W. SCHIMP CRPS® Financial Advisor JARROD S. RAIMANN Financial Advisor SIGN UP FOR FINANCIAL NEWSLETTERS We're proud to deliver the latest financial news and market trends to your inbox each month. Start receiving your financial news today! Simply complete the form below and we'll get you added! Subscribe DIVORCE AND RETIREMENT: HERE’S WHAT YOU NEED TO KNOW Categories Retirement Savings Nov 3, 2021 IRS WOES: DON'T LET TAXES DERAIL YOUR RETIREMENT PLANS Categories Retirement Tax Planning Nov 3, 2021 FINANCING LONG-TERM CARE: YOUR OPTIONS EXPLAINED Categories Health Oct 18, 2021 ABOUT US Your dreams are like ours were 50 years ago. Bradford’s founders started with a vision, we remained steadfast to the dream and through hard work, expertise and a team approach, we can look back with pride and look ahead with confidence. Set goals. Never waver. Enjoy the journey. Celebrate the accomplishments. CORPORATE OFFICES Clarion: 215 North Main, Clarion, Iowa 50525 Garner: 180 E. 5th Street, Garner, Iowa 50438 GET IN TOUCH 515.532.6661 800.348.4419 admin@bradfordfinancialcenter.com | | | Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. Securities offered through United Planners Financial Services, Member FINRA and SIPC. Advisory services offered through Bradford Financial Center, a Registered Investment Advisor. Insurance Services offered through Bradford. Bradford and Bradford Financial Center are not affiliated with United Planners. We are registered to sell securities in the following states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, DC, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, Wyoming. Form ADV Part 3: Relationship Summary © 2021 Bradford Financial Center All rights reserved.