Gain Clarity

Mission

"I help people prioritize among competing goals, so they can keep what they've built and retire on their own terms".

Keep What You've Built...Retire On Your Own Terms

Financial success does not happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes hard work, discipline, and, most importantly, planning.

Because many of the decisions you make and actions you take could have a significant impact on your future financial situation, developing a personal vision that aligns with your core values is a critical first step.

Choosing someone who has the knowledge, expertise, experience, and resources to guide you in developing a plan to achieve your vision, and a process designed to help you determine what you need to do today to achieve your goals tomorrow is the next.

Through a process of discovery, I take the time to get to know you, so we can develop a financial plan that brings alignment between your values, your unique vision, and your goals.

 

 


 

R. Bradley Alderfer, J.D., CFP®, RICP®, WMCP®, CRPS®
Wealth Management Advisor


Alderfer Planning & Wealth Management

  • Office 603-206-6025
  • Mobile 603-661-1021

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