Broker Check

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

(909) 307-4945

Value Statement

For doctors and dentists who are concerned with their financial future, my firm has the unique knowledge to handle all aspects of the financial planning process. My firm is a full service financial planning firm. Our products and services help our medical and dental clients protect first, fully and forever. We are cash management professionals specializing in everything from asset protection to student loan repayment strategies. Unlike our competition who focuses on meetings needs by using a lot of assumptions and guesses for your financial plan, our firm focuses on your current cash flow and putting every dollar to its highest and best use. Over the past 8 years I have worked with a number of doctors and dentists who have been in the same or similar position as you, if you would like I would be happy to share some of the stories of what we have done for them. I have unique experience dealing with doctors, dentists and their finances and because of that I have the knowledge you can benefit from that others are unable to offer.