Broker Check

Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™

(909) 307-4945


As an experienced Financial Advisor with a focus on education blogging has come to light as another tool to help visitors of my site gain valuable financial information. Stay informed by visiting my blog  as I will periodically post new content that is relevant to those interested in our financial world. 

Tuesday, March 28, 2023

For many years, the United States operated on a gold standard, meaning that the value of the US dollar was tied to a specific amount of gold. However, in 1971, President Nixon announced that the US would no longer convert dollars to...


Wednesday, March 15, 2023

As the backbone of the economy, small businesses play a vital role in job creation and economic growth. However, when it comes to providing retirement benefits for their employees, many small businesses are often left behind. According...


Thursday, March 2, 2023

A buy-sell agreement is a legal contract that outlines what will happen if one of the owners of a business wants to sell their shares or if they become incapacitated or die. It is essential to have a buy-sell agreement in place to avoid con


Thursday, March 2, 2023

Becoming a physician is a significant accomplishment that requires years of hard work, dedication, and sacrifice. However, along with the satisfaction and fulfillment of a career in medicine, new physicians also face financial challenges th


Tuesday, February 28, 2023

When it comes to life insurance, there are two main types: term and whole life. Term insurance is a policy that provides coverage for a specified period, such as 10, 20, or 30 years. Whole life insurance, on the other hand, is a policy...


Show All

Friday, February 17, 2023

In many cases, a significant portion of a business owner's net worth may be tied up in the value of their small business and its assets. However, what happens when that business can’t be sold?


Tuesday, February 14, 2023

Employee Stock Ownership Plans (ESOPs) are a type of retirement savings plan that gives employees ownership in the company they work for. This is achieved by offering employees stock options or allowing them to purchase company stock...


Tuesday, February 14, 2023

Unparalleled protection for physiciansYour biggest asset as a physician is your ability to practice medicine. If you could no longer see patients due to an illness or injury of your own, what would your future look like financially?As...


Monday, February 6, 2023

Life insurance is a contract between an individual and an insurance company that provides financial coverage to the policyholder's beneficiaries in the event of their death. This coverage can provide a safety net for loved ones who are...


Monday, January 30, 2023

What can you miss by focusing only on the future?With all due respect to your father’s guidance, you should consider the order of how you deploy your new money savings before ONLY maxing out your contributions to a 401(k), 403(b)...


Tuesday, January 17, 2023

Business continuation planningWhen it comes to planning for tomorrow, as a successful business owner, it’s likely that you don’t just think about your own future; you also worry about the longevity of your company...


Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...


Wednesday, December 7, 2022

The dreams of small business owners and the business plans they create to outline the strategy to fulfill those dreams rarely include the insurance protections that every business owner needs. Yet, it’s essential to have adequate protection


Tuesday, June 28, 2022

Why Do We Insure Our Cars for More Than Our Lives? During financial planning meetings with my clients I always evaluate the protection portion of their financial world. That includes looking at their auto, home, life, medical and...