• Business Owners

    Strategies to help business owners access their retained earnings.

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  • Financial Planning

    Financial Planning to Accumulate and Protect your Wealth.


    Working with Families

Strategies for You

Customized solutions based on you, plans for your mortgage, health or estate.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

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For Families and Business Owners

Clear Path Financial Planning experience

Bradley has helped a number of my clients with their insurance needs, especially with regard to ensuring that their mortgage balances are covered. In doing so, he is helping them save money while having better coverage. In addition to this, having a quality Financial Planner like Bradley allows me to feel confident that my clients will be well taken care for the long term.

Dane Kingsbury
Dane KingsburyReal Estate Professional

Bradley Bumstead has been a wonderful asset to the management of my finances. He has great insights into all areas of my financial planning and has a very thorough understanding of the market and related product offerings. I would recommend and have recommended Bradley to anyone seeking direction laying out and planning their financial future.

Carl Whiteside
Carl WhitesideBusiness Development

Bradley was  very helpful setting me up with long term life insurance so that my family were provided for if something happened to me. They gave me various options to choose from and steered me towards what best suited my situation. It was a much easier and more affordable option than mortgage insurance. I would highly recommend Brad and his company to anyone that asked.

Matt ArtisProject Manager