As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, We'll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James, investors are offered an extensive array of investment alternatives and services.
Asset Allocation - Asset allocation versus diversification - what's the difference?
Asset Management - Discover the benefits of professional asset management.
Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
Financial Planning - Your financial future is important. Don't trust it to just anyone.
Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
Stocks - How do stocks fit into my financial plan?
College Planning - What will it take to deliver the dream?
Bonds - Are bonds right for you?
Identity Theft - The more you know about identity theft, the better you can protect yourself.
401(k) - What to expect from your 401(k) advisor.
Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
Investment Banking - Serving the capital and advisory needs of today's middle-market companies.
Tax Planning - Prepare for taxes all year round.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Liftbridge Financial Group is independent of Raymond James.
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Official Page of Financial Advisors, Edward J. Bradford, AAMS and Jeff Sharman, CFP
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to acc