Bradley Mendel, Cfp® Email & Phone Number

I'm passionate about helping individuals achieve their goals and feel good about the financial decision in their lives. There is nothing better than a client telling you that they have the peace of mind to enjoy their lives and not focus on their financial life on an everyday basis. As the owner of Mendel Money Management, I specialize in providing transparent, fee-only wealth management and financial planning. I am guided by the two founding principles: to act with integrity and to always act in our client’s best interests. We help our clients achieve their best financial lives through our PersonalPath Planning Process. Many of people worry about the following critical questions:- Am I on track for retirement? We prefer to call it work optional lifestyle because many of our client do not want to retire, however all of our clients love when they get to the point where money is not the primary motivating factor for working. - Am I invested appropriately? This is a very difficult questions. I feel that we need to invest for the long run, while taking into account short term goals and potential cash needs. This requires us to not only understand your risk tolerance, but also your goals, ability to save in order to determine how much risk you NEED to take. This empowers you to make the best decision for you and your family. - How much should I put in my company 401(k) vs IRA vs Roth IRA vs brokerage account vs 529 Plan for my children, etc? There are so many options and the answers are not always so easy for you to figure out. While there are rules of thumb, we have noticed that people are not confident with their choices. After working with us, they have the peace of mind that they are making the right decision and know that if anything changes, we will advise them on the appropriate actions. By working through the PersonalPath Planning Process, you will:✔ Become confident that you are on track for retirement✔ Understand how your money is invested and that it aligns with your financial goals and risk tolerance. ✔ Know that you are investing in the appropriate account types to optimize your tax efficient, long term return, while maintaining enough cash weather any financial storm that comes your way.👉 Let’s book a call and let me walk you through how we can help you achieve your goals. → https://www.mendelmoney.com/client-experience/personalpath-planning-process/✉ brad@mendelmoney.comWealth Adviser | Vice President | Small Business OwnerImportant Disclosures: https://www.mendelmoney.com/disclaimer/

Listed skills include Pensions, Active Directory, Valuation, Employee Benefits, and 19 others.