As someone who believes that the key to financial success lies in financial education, I pride myself on an education first mentality. In my career I have focused on being a financial resource for and providing financial education to small business owners, doctors and dentists who are concerned with their financial future.
My goal as a trusted advisor for my clients and their families is to educate first and help them understand choices they are able to make in their financial world and the potential outcomes of those choices. I strive to be a financial resource for each and every person I meet.
Over the past nearly 15 years I have had the privilege of working with some of the best business owners, physicians and dentists out there and have learned just as much from them as I have taught. Through those dealings I have gained a unique understanding of their financial issues and questions that allows me to better serve this community.
To schedule a complimentary consultation please call (909)307-4945, e-mail Bradly_Stevens@PacificAdvisors.com or click here.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Millennial Money Myths: Buying a Car is Better Than Leasing
During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so...
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Investment account consolidation is important to consider for estate planning.
A confident retirement begins with a plan.
There is nothing to fear but fear itself, especially when it comes to personal finances.
Many small businesses are one person businesses.
What can be learned from the savings rate?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Make your retirement as exciting as your next vacation.
Do you have causes that you want to support with donations?
Learn how to harness the power of compound interest for your investments.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Learn about what risk tolerance really means in this helpful and insightful video.