(443) 451-1884

Speak directly to Doug or Brad today

(443) 451-1884

Recently widowed? See all your possibilities for the future – today.

If you’re feeling overwhelmed and you need to reassess your financial position, get honest and straight talking advice today. We’ll get the clarity you need and the right information. Understand ALL your options, and remember you’re under no obligation to anyone, including us. Call Doug or Brad today.

Specialist Expert Financial Advisors for Widows only

Simple, Straight-forward, Personal Financial Advice

Investments, Portfolios & Savings for Widows

Recently widowed? See all your possibilities for the future – today.

If you’re feeling overwhelmed and you need to reassess your financial position, get honest and straight talking advice today. We’ll get the clarity you need and the right information. Understand ALL your options, and remember you’re under no obligation to anyone, including us. Call Doug or Brad today.

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
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Get the peace of mind, consideration, kindness, care and understanding, you deserve.

We are very different from the  cold, uncaring world of the vast majority of financial planning companies. For a start we’re a small intimate group of experts, here to guide you through a malaise of choices that aren’t easy at the best of times, at a time when you’re feeling uncertain about the future.

Because we’ve helped many widows before, we understand you’re going through a tough time, but it hasn’t effected you capacity for the truth, honesty and straight forward approach we take. Like a rock in storm, we are here for you.

Our aim is to give you back a little warmth, care, consideration of your needs and a future where you’re in control of your financial freedom. We take the time to look after your interests and put you in a position of emotional and finacial control. We do this by investing the time to understand you and your needs today, and for the future.

Doug Robinson with Patty Desiderio – Authors of “The Not just a Widow Guidebook”

Dealing with the loss of a loved one can be soul destroying. Having to plan for your future security as well can be for some a tipping point to despair. At DouglasBradley we have the insight, experience and empathy to help you secure your [keyword-C-type] without making life more painful, and we do it with care and consideration.

With over 25 years of extensive industry experience, we take the time to understand your needs and offer solutions designed around your needs and wants, to give you security today and into the future.

Whether it’s consolidation of investment portfolios to releasing needed equity – we get to know you and your needs and then, together we create a plan with our simple 4 steps to financial freedom, in the short and long-term.

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
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Together, we will create your investment strategy focused on your needs and your peace of mind…

Four simple steps to realising your financial freedom

  • Help us to guide you by telling us your story, and how you feel about your future, and we can give you transparent advice of what financial mechanisms will do for your money and how they will affect your future. We’re all different, and we’re here to provide the clarity you need to make the best decisions for you.

  • We discuss and present to you a short list of options that will provide you the best and most flexible solutions you’re looking for.

  • Because we give you all the expertise and advice, we make sure you can compare the options across various financial institutions, not just one. This process is important so you can refocus on the bigger picture and your financial future.

  • Understanding who you are and what resources are available to you.
  • Then together we’ll review with you and advise options and be honest and straight forward with what is possible with high and low performance returns. What is high risk and what is low risk.

  • Using this information we present what our expertise tells us about what your future financial position will look like based on previous performance. Unfortunately, nothing is guaranteed, but with our insight we can get it pretty darn close to what you would like and what you can work with and be at peace with.

  • It is now the best time to look at any immediate concerns or pressing issues around equity release or disbursements

Reshaping your finances will move you towards the much needed peace of mind you’re seeking.

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
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  • We help you rewrite your future and you will know exactly where you’re going.

  • Setting the targets: how much, when and where, brings tangible truths into reality

  • When you know where you are and where you are going, it’s simply a matter of connecting the dots to get you the future you decide for yourself.
  • Life has a funny way of placing hurdles in your path, which is why we remove as
    many wrinkles as humanly possible to bring you the smooth future you deserve

  • After we’ve smoothed the strategy you’ve chosen, we go back and make sure
    nothing in the market has effected your choices, and flag any potential future
    obstacles that may appear. As a matter of ongoing support we continue to give you accurate forward thinking news, and if you’re directly affected by anything, we’ll be sure to call and discuss what is likely to happen, and what we can do about it together.

  • Because of the way we plan your investments, we can maintain the best guidance and advice to keep your future secure and your mind at peace.

  • And, since DouglasBradley literally wrote the book on helping widows find financial peace, you can be sure that our guidance is based on years of expertise, understanding, care and kindness – all the good things necessary for a secure future.

There’s a difference between thinking your future is secure, and knowing it is.

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
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Intelligent financial advice given with kindness, understanding and care.

We will tell you everything from how to take control and manage your own investment
portfolio to setting up and managing your portfolio for you. Simply put, we’re here to put
your finances back into your control, for your long term and short term benefit.

  • Specialists in Financial Planning for Widows
  • Unique Retirement Plan Advice for Widows
  • Wealth Management and Portfolio Advice of Widows
  • Certified Financial Planning with Independent Fee Only Advisors for Widows

Doug Robinson MSc – Founder & Senior Financial Adviser

  • Founder with 20 years Financial Planning Expertise
  • Masters degree in Financial Planning
  • Expert in widows’ Financial Planning needs
  • Experienced in Financial Planning for executives
  • Committed to providing secure Financial Futures for widows and serving our clients without compromise
  • Co-Author of “The not just a widow guidebook”

Straight talking, honest and experienced specialist financial advice

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
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  • Transforming investments and saving from uncertainty to secured futures
  • Seamless transition of Fidelity Retirement, Savings, Investments and Financial Plans
  • Personal one-to-one service with Senior financial advisers
  • Proven 4 Stage Fisical – financial assessment and consultancy
  • You’re in control from day one, and we’ll only work at the pace you’re happy with
  • I even wrote a book with widow, Patty Desiderio, to help you survive and navigate
    your new reality

This guidebook charts a path through the first two years (or so) of your journey. This is the worst experience of your life (probably). You don’t have to figure everything out on your own. Written by a widow specifically for other widows – she’s already walked that mile. Co-authored by a financial advisor who actually works with widows on a constant basis.

Get your copy today

Brad Loper MSc – Founder & Senior Financial Adviser

  • 15 years Financial Planning Expertise
  • Masters degree in Financial Planning, MBA,
    undergrad in finance and management
  • Expert in investment real estate – single to multi family
  • Committed to providing secure Financial Futures for
    widows and serving our clients without compromise
  • No products to sell, just exceptional Financial Advice

Straight talking, honest and experienced specialist financial advice

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
Get in touch
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Supporting widows every step of the way

We believe in honest straight forward financial advice for widows, in fact it’s exactly what we specialize in. We believe it so much, that we think you need to talk to us before you’re faced with a sense of crushing numbness, before you can’t think straight.

And, even if you don’t, we’ll still be there for you, to make sure you can navigate some of the most complex financial products and tools associated with your partners passing.

Faith may well see you through the hardest of times, but we will be your guide and help you
through the complexities of dealing with partner end of life financial planning to a secure and beneficial future.

You’re in Safe Hands with DouglasBradley.

We manage over $10,500,000,000 of savings, investments and pensions for over 875 widows in and around the East Coast of the USA. Our track record speaks for itself, with our pro-active approach to financial indicators and market fluctuations, we manage your money away from risk and make sure your money is growing and secure.

And, you won’t have to move your accounts as we’re advisors focused on your future not ours. We give advice that allows you to leave your accounts where they are if at all possible. We also give advice on all accounts – not just ones we can “manage”. That makes DouglasBradley unique in the Fee-only advisory service, not only that, but we do not sell any financial or insurance products.

As the years go by, we’re seeing more and more affluent women taking control of their futures before circumstances take control of them. Choosing DouglasBradley is closest you’ll come to reshaping the future in your image, not the image of the financial market.

Straight talking with kindness and empathy is what defines DouglasBradley and we both believe that widows need protection from aggressive corporate insurance agents, which is why our advice, is at your pace, not whether or not we’re hitting targets that month or not. We don’t need to hit targets, we need to make sure our clients have the best advice, always when they need it, always with empathy, always with sharp financial advice.

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
Get in touch
Related Advice

9 ways to make the right investment decision

Introduction to investments &
savings

Getting to know you

4 Steps to investment security

Learning how to invest

Investment strategy know how

Creating your own portfolio

Managing your portfolio

Managed portfolio

Securing your future

Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
Get in touch
Related Advice

Get in touch

Speak directly to Doug

(443) 451-1884

Free advice on first time enquiry over the phone.

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You’re in Safe Hands with DouglasBradley.

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Wealth Management

Wealth Management is more than just investment advice. It is designed to encompass all aspects of your financial affairs

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Savings & Investments

We provide advice about a range of savings and investments to make your money work harder for you.

If you need expert advice at the toughest time in your life, DouglasBradley are here to
help you secure your financial future. We are specialist’s that have helped over ??????
widows secure a better future for themselves, their children and their loved ones.

5 MISTAKES WIDOWS MAKE

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