“During my 26 years of experience in the financial services industry, I have come to believe that there is a better way to accumulate wealth. Traditional financial planning has failed many high net worth individuals by allowing their taxes to remain their number one lifetime expense. Many are losing dollars each year unnecessarily. There are ways to recapture that money and put it to use for you so you can create tax exempt cash flow in your retirement years. In additional to wealth planning, I cover tax strategy and insurance design for my clients. I am committed to providing the highest-caliber financial products and services.”
-Tax Favored Strategies*
-Cash Flow Management
Bachelor of Science, Economics
-FINRA Licensing, Series 7
-FINRA Licensing, Series 63
-FINRA Licensing, Series 65
Brad, his wife Wendy and their three children live in Deerfield Township.
Brad enjoys spending time with his family and friends outside of work. He is also involved with youth soccer.
Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 (513) 794-6794.
* Tax and/or legal advice is not offered by Bradford Smith. (consult your tax professional for additional guidance regarding tax-related matters.)