Working with Unions

Nothing shapes future success like a simple plan! 

Brad specializes in working with union associations and their members in a variety of industries.  He understands the unique set up of union benefits plans and helps educate their members on financial matters.  Together, we build a road map towards your successful retirement.  Throughout this process, Brad helps you:

  • Determine your Financial Strategy

  • Review your Investment Strategies

  • Diversify Your Portfolio

  • Asset Allocation

  • Assess Risk Management

  • Address Benefit Plan Questions

    • 401k Plan Questions

    • Pension Options

Brad's approach focuses on understanding you, and what you want to accomplish!




Brad Stephens is not endorsed by, or affiliated with any unions.  Union members are responsible for their own investing decisions.