Brad is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®) Certified Long Term Care (CLTC)
Bachelor of Science in Business Grace College; Winona Lake, Indiana
Began Career in Financial Services in 1989
Series 6, 63, 7 and 24 Registrations
Conducted Financial Seminars at Several Fortune 500 Companies
Authored over 400 Financial Articles
My goal as a financial advisor is to help people find hidden wealth by helping to reduce expenses and taxes*, while seeking to help maximize the performance of their money. I strive to educate people on financial tools and strategies so they gain more control in working with financial institutions. I help my clients create wealth by helping to reduce risk and preserve wealth through solid strategies. I also assist in the development of estate plans. Through annual reviews, I help my clients adjust strategies and portfolios to meet changing needs and goals.
I enjoy assisting business owners in protecting their business interests and obtaining the most benefit from their personal investments. I also implement company benefit plans which creatively attract and keep quality employees. Additionally, I provide educational seminars as an employee benefit.
The bottom line is that I help people make smart decisions about their money. I do this by discovering what is most important to people-the foundational values by which they live. Then we work together to align their financial goals with their values.
For more information about me and my practice visit www.cspwired.com
*Bradley Skiles nor Securian Financial Services offer specific tax advice. Consult a tax professional regarding your specific situation before implementing any strategies.
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