Bradford Financial Center

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Bradford Financial Center Since 1970, Bradford Financial Center has grown and diversified to one of the largest independent FPs

A Roth conversion isn't just a tax decision. It's a retirement planning decision.Converting traditional retirement savin...
10/23/2026

A Roth conversion isn't just a tax decision. It's a retirement planning decision.

Converting traditional retirement savings to a Roth account may mean paying taxes today in exchange for potential tax advantages down the road. But the right approach depends on more than your current tax bracket.

Your income, Medicare considerations, retirement timeline, and long-term financial goals all play an important role in determining whether a Roth conversion makes sense for you.

At Bradford Financial Center, we help clients look at the bigger picture to make informed retirement planning decisions.

DOWNLOAD The Retirement Tax Map to better understand how tax planning fits into your retirement strategy.https://ow.ly/FhzA51008ZV

Is your estate plan keeping up with your financial life?Your finances change over time, but your estate plan may not. Ou...
10/22/2026

Is your estate plan keeping up with your financial life?

Your finances change over time, but your estate plan may not. Outdated beneficiary designations, evolving family circumstances, and overlooked tax considerations can create unexpected gaps in your financial strategy.

Bradford Financial Center's latest article explores six common estate planning assumptions and why it's important to revisit your plan regularly.

Read the full article: https://ow.ly/6jRE51005cW

The final quarter of the year is an important time to review your finances—before year-end deadlines limit your options....
10/21/2026

The final quarter of the year is an important time to review your finances—before year-end deadlines limit your options.

Consider whether you are on track with retirement contributions, charitable giving, required distributions, and other financial decisions that may affect your tax picture. It’s also a good time to review investment gains and losses and identify opportunities to make your overall strategy more tax-efficient.

Thoughtful planning now may help you enter the new year with greater clarity and fewer surprises.

Bradford Financial Center can work alongside your tax professional to help ensure your financial and tax strategies are aligned.
BradfordFinancialCenter.com/contact

🎉 Celebrating One Year!Congratulations to David Stanton on his 1st work anniversary with Bradford Financial Center!Thank...
10/20/2026

🎉 Celebrating One Year!

Congratulations to David Stanton on his 1st work anniversary with Bradford Financial Center!

Thank you, David, for your hard work, dedication, and contributions to the Bradford team. We're glad to have you on board and look forward to many more great years ahead!

👏 Happy Work Anniversary, David!

🎉 Happy Boss’s Day, Jim! 🎂Today we're celebrating the guy who keeps us moving in the right direction, Jim Tausz!Whether ...
10/16/2026

🎉 Happy Boss’s Day, Jim! 🎂

Today we're celebrating the guy who keeps us moving in the right direction, Jim Tausz!

Whether it’s navigating the ups and downs of the market, offering a little encouragement, or keeping our team focused, Jim is always there with guidance, support, and a steady hand.

We're grateful for everything you do to make Bradford Financial Center a great place to work. And of course, we're always happy to have an excuse for cake! 🍰

Thanks for all you do, Jim!

Your Benefits Deserve a Second Look.Open enrollment is about more than choosing health insurance. It’s a good time to re...
10/16/2026

Your Benefits Deserve a Second Look.

Open enrollment is about more than choosing health insurance. It’s a good time to review your coverage, explore HSA or FSA options, and make sure your benefits align with your overall financial goals.

A little planning today can help you make more informed financial decisions for the year ahead.

Need help seeing how your benefits fit into your bigger financial picture? Contact Bradford Financial Center to discuss your options. https://ow.ly/E8Us50ZYpYC

Most financial mistakes don’t happen because people aren’t trying. They happen because it can be difficult to know which...
10/14/2026

Most financial mistakes don’t happen because people aren’t trying. They happen because it can be difficult to know which decisions matter most—and what to do next.

Bradford Financial Center’s free, data-backed guide explores 10 of the biggest mistakes people make with their money and offers practical ways to avoid them.

Download the guide and start making more informed financial decisions with confidence: https://ow.ly/N7vU50ZXLM9

Congratulations to Margaret Worden on her 38th work anniversary with Bradford Financial Center! Thank you, Margaret, for...
10/13/2026

Congratulations to Margaret Worden on her 38th work anniversary with Bradford Financial Center! Thank you, Margaret, for your years of dedication, hard work, and commitment to the Bradford team. We appreciate all you do! Happy Work Anniversary!

💡 Finance Friday: Tax Planning Starts Before Tax SeasonTax preparation looks backward. Tax-aware planning looks ahead.Re...
10/09/2026

💡 Finance Friday: Tax Planning Starts Before Tax Season

Tax preparation looks backward. Tax-aware planning looks ahead.

Reviewing your income, investments, and retirement contributions before year-end may help identify opportunities to make more informed financial decisions before the calendar turns.

Don’t wait until April to start thinking about your tax strategy.

Talk with Bradford Financial Center about your year-end financial strategy.
https://ow.ly/sLIB50ZWhsN

Invested in Our CommunitiesBeing local means more than having an office nearby.Our team lives, works, and participates i...
10/06/2026

Invested in Our Communities

Being local means more than having an office nearby.

Our team lives, works, and participates in the same communities as the people we serve. We understand the importance of supporting local organizations, strengthening relationships, and helping create opportunities close to home.

We’re proud to be part of our local communities—and grateful for the trust our clients place in us.

Stay connected with Bradford and receive timely financial insights through our monthly newsletter: https://ow.ly/i7JW50ZUUhL

Address

119 Central Avenue W
Clarion, IA
50525

Opening Hours

Monday 8am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 12pm

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