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110 Elm Street
West Springfield, MA 01089

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Steven F. Bradway, CFP®, AIF®, CLU

(413) 241-5809

 
Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

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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

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Infographic: Inclusivity for the LGBTQ workforce

LGBTQ workers acknowledge progress on the equal rights in employment and workplace benefits. However, there is still a long way to go for organizations to become fully inclusive and empathetic.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

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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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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