Bradway Plan:

Shortly after getting married in their late 50s, the couple became introduced to Bradway as they were seeking financial education and advice. The husband had worked in the computer field for his entire career and was a diligent saver. His new wife, a nurse, had a son from a previous marriage. The husband had a good nest egg, and with a new wife and son in his life, they set out to put financial and estate plans together that included their new family constellation. They completed the discovery phase of the planning process, articulated their goals and dreams and established a financial plan.

Within a few years of putting the plan in place, the husband told his Bradway advisor at his semi-annual review meeting that he had been diagnosed with a devastating degenerative disease. He had been given about two years to live. Fortunately, his financial life was in order, and his advisor was able to help guide the couple through the last years of his life, having the “blessing” of those two years to make sure that all of the legal documents, beneficiaries and other details were in order to the husband’s comfort and satisfaction. Just eight weeks after his diagnosis, the husband was unable to speak but was reassured that his wife would be financially supported and that a trust was in place for his two grandchildren.

The Bradway financial planning and review process keeps the client’s details in focus. So if and when unpredictable life circumstances arise, the client does not have to make decisions in crisis mode. Instead, it’s a matter of “assess and redirect” as necessary. Today, the widow is comfortably retired in Florida.