The Total Master Plan System
The Total Master Plan System is a comprehensive 4-Step process that collects information relevant to your financial situation, crystalizes your objectives, uncovers open issues affecting these objectives and provides strategies that can be taken to help reach your financial goals.
To prepare himself to help clients, Brad has studied and attained the following degrees and professional designations:
- Bachelor of Arts in Economics from Lafayette College, Easton PA
- Charted Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Master of Science in Financial Services (MSFS), from the American College, Bryn Mawr PA
Brad is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. The Eagle Strategies platform allows us to help a client define his investment risk tolerance and goals through a Statement of Investment Policy and to provide platforms to monitor a client’s money managers based upon defined performance objectives.
Brad participates in a national study group of ten other individuals ranking among the top professional financial advisors in the entire country. The group has been together since 1989.
Brad is assisted by:
Susan Yost, Office Manager, is responsible for the day to day office operations and client service. Susan has over 30 years experience in assisting clients.
Terry D'Alessandro, Administrative Assistant, is responsible for insurance underwriting, follow up and client assistance.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Bradford L. Meigs is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of MA, CA Insurance License #0C59927, CT, FL, ME, NC, NH, NJ, NY, RI, TX and VA. No insurance business may be conducted outside this/these state(s) referenced.
Bradford L. Meigs is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of (MA, CA, CT, FL, ME, NC, NH, NJ, NY, RI, TX and VA). No offers may be made or accepted from any resident outside the specific state(s) referenced.
* Bradford L. Meigs is also separately registered as an Investment Adviser Representative ("IAR") under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in states of MA, CA,, CT, FL, ME, NC, NH, NJ, NY, RI, TX and VA. As such, these services are strictly intended for individuals residing in MA, CA, CT, FL, ME, NC, NH, NJ, NY, RI, TX and VA.