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SFS Wealth Management - Kokomo, Indiana - Retirement and Investment Strategies

Our strategies focus on accumulation, distribution, preservation and performance. We focus on the big picture for our clients by considering all aspec

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KO●●MO , IN, 46902-3742

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KO●●MO , IN, 46902-3742

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KO●●MO , IN, 46902-3742

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WE●●●●@SFSPLAN.COM

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SFS Wealth Management - Kokomo, Indiana - Retirement and Investment Strategies | sfsplan.com Reviews

https://sfsplan.com

Our strategies focus on accumulation, distribution, preservation and performance. We focus on the big picture for our clients by considering all aspec

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1

Tax Resources | SFS Wealth Management

http://www.sfsplan.com/tools/tax-resources

What is Wealth Management. Our Mission and Philosophy. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Representatives of a Registered Broker-...

2

Investment | SFS Wealth Management

http://www.sfsplan.com/resource-center/investment

What is Wealth Management. Our Mission and Philosophy. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Inflation and Your Portfolio. 5 Smart Investing Strategies. The New Red...

3

Tools | SFS Wealth Management

http://www.sfsplan.com/tools

What is Wealth Management. Our Mission and Philosophy. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Check the background of your financial professional on FINRA's BrokerCheck. Representatives of a Registered Broker-Dealer (&#...

4

Estate | SFS Wealth Management

http://www.sfsplan.com/resource-center/estate

What is Wealth Management. Our Mission and Philosophy. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth. Charitable Giving: Smart from the Heart. Federal est...

5

Monthly

http://www.sfsplan.com/p/monthly

What is Wealth Management. Our Mission and Philosophy. Discussion on the 2016 Election and Markets. MFS, Insightful Investor. PRIMARIES, CAUCUSES and ELECTIONS - OH MY! Politics and Stock Markets Behavior. December, 2015. Https:/ blogs.cfainstitute.org/investor/2012/08/31/weekend-reading-does-the-us-presidential-election-affect-the-stock-market. The Standard and Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. Http:/ www.bloomber...

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Welcome Video

http://www.bradshawfp.com/p/welcome-video

Bradshaw Financial Planning Inc is independent of Cambridge Investment Research, LLC and SPC. . Click the button below to find out today! Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Cambridge Investment Research, Broker Dealer, member FINRA. 1816 East Innes Street.

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Investment | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Understanding your risk tolerance is a critical first step in the money management process. 5 Smart Investing Principles.

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Tax Publication Library

http://www.bradshawfp.com/p/tax-publication-library

View IRS Tax Publications and Notices. You must have Adobe Acrobat Reader to view the files. Click on the button below to download Adobe Acrobat Reader for free. Click the button below to find out today! Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Cambridge Investment Research, Broker Dealer, member FINRA. 1816 East Innes Street.

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Suddenly Single: 3 Steps to Take Now | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/resource-center/lifestyle/suddenly-single-3-steps-to-take-now

Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. In life it often happens that the answers are right in our own back yards. This may be particularly true of investing. Apps That Help Achieve Goals. If you find it hard to attain personal life goals, there’s an app for that! Using smart management to get more of what you want and free up assets to invest. Click the button below to find out today! 1816 East Innes Street.

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Lifestyle | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. In life it often happens that the answers are right in our own back yards. This may be particularly true of investing. Using smart management to get more of what you want and free up assets to invest. Military families fa...

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Client Central

http://www.bradshawfp.com/p/client-centeral

Resources for Our Current and Future Clients. To help you better manage your finances, we’ve created this resource center. Here, our current clients can access their accounts and find help with their taxes. We also provide tools for prospective clients who want to receive a quote or learn more about. Bradshaw Financial Planning, Inc. If you have questions, please contact us. Click the button below to find out today! Check the background of your financial professional on FINRA's BrokerCheck.

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Whitepapers | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/p/whitepapers

6 Critical Social Security Facts (updated). Should a Trust be the Beneficiary of Your IRA? 4 Things Retirees Can Learn About Retirement from Peyton Manning. 8 Timeless Principals of Investing. 7 Principles of Long-Term Investing. Click the button below to find out today! Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Cambridge Investment Research, Broker Dealer, member FINRA. 1816 East Innes Street.

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Glossary | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Tax | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. Making Your Tax Bracket Work.

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Team | Bradshaw Financial Planning, Inc. | Salisbury, NC | Financial Advisor

http://www.bradshawfp.com/team

At Bradshaw Financial Planning. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a comprehensive estate strategy? Trent Bradshaw, CFP , AIF. In 2007...

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SFS Wealth Management - Kokomo, Indiana - Retirement and Investment Strategies

What is Wealth Management. Our Mission and Philosophy. Grow Your Future Possibilities. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Plan For The Lifestyle You Want. Wealth management can help you determine what’s truly important to you in life, then help you develop personalized, actionable strategies for achieving your goals. Spend Your Time Where It Counts. What are your options for investing in emerging markets? Most stock m...

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