Broker Check

Bradly Stevens LUTCF, CLU, ChFC, WMCP

(909) 307-4945

Retirement and Quality of Life Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Encore Careers: Push Your Boundaries
Agent Photo

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 care about 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 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.

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!

Helpful Content

Give to Charity Without Reducing Your Legacy

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Money Matters: Why it Pays to be Financially Responsible

Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.

How to Spend Again After Saving

When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Financial Hacks for Millennials: The Great Wealth Transfer

Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.

Retirement Considerations in Your 60s

Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Saving for College 101

Here’s a crash course on saving for college.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Rightsizing for Retirement

What does your home really cost?

View all videos arrow