*Through Michael Radfords affiliation as an Investment Advisor Representative with United Planners he can offer the following services.
Radford Financial Advisors is part of a unique financial institution that provides an array of investment services to businesses and individuals and their families. We can help you achieve your financial goals by:
- Developing a coordinated strategy for all your financial assets.
- Managing a disciplined execution of your strategy and overseeing the results.
- Monitoring the performance of your assets and making strategic allocation changes as needed.
- Coordinating with your tax and legal advisors.
- Reporting performance on a quarterly basis.
- Meeting personally with you to review results and discuss strategy.
We will take the time to listen to your goals, concerns, and financial objectives. We will consider all details and create a personalized priority checklist. We will assess all of your financial possibilities and together, as a team, we will develop your plan accordingly.
INVESTMENT PRODUCTS & SERVICES
- Asset Consulting Services
- Private Portfolio Management
- Mutual Fund Management
- Socially Responsible Portfolios
- Active/Passive Management
- Tax-Efficient Management
- Performance Reporting & Administrative Services
- 401(k)/Retirement Plans
- Estate and Succession Planning
- Business Continuation Plans
- Buy-Sell Arrangements
- Employee Educational Seminars
- Mutual Funds
- Stocks & Bonds
- Money Markets/CD's
- Fixed and Variable Annuities
- REIT's and Limited Partnerships
- Life Insurance
- Disability Insurance
- Health Insurance