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110 Elm Street
West Springfield, MA 01089

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Steven F. Bradway, CFP®, AIF®, CLU

(413) 241-5809

 
Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

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Financial Planning

Financial Planning

We create strategies that are tailored to your needs and goals.

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Portfolio Managment

Portfolio Managment

Years of experience have prepared us to guide you through your life transitions.

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Financial Advisory

Financial Advisory

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Helpful Content

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

The SECURE Act Starts the Clock on Inherited IRAs

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Rightsizing for Retirement

What does your home really cost?

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?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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