Learn the Strategy to Turn a Slice of Your Savings Into Predictable, Tax-Free Monthly Paychecks
Join our FREE Tax-Free Retirement Income Workshop and discover a plan to create reliable monthly Tax-Free Paychecks.
📍Cary Arts Center | 🗓️ Sept 24 | 🕡 6:30 PM
Unlock Tax-Free Income – How to turn retirement savings into predictable, tax-free monthly paychecks
Avoid Costly Mistakes – Strategies to reduce taxes and keep more of your money working for you
Retire with Confidence – Learn how to create reliable income that lasts as long as you do
Avoid Probate
Learn proven strategies to pass on your assets smoothly, without court delays, family disputes, or unnecessary costs — ensuring your wishes are carried out exactly as you intend.
Protect Your Family
Learn how to pass wealth to your loved ones without court, confusion, or conflict — even if you have complex assets.
Quarterback Your Plan
Make sure nothing falls through the cracks — see how a fiduciary financial advisor works with NC Bar–admitted attorneys to keep your financial plan and estate documents perfectly in sync.
J Bradin Financial, LLC
J Bradin Financial, LLC is a state-registered investment advisor serving Raleigh, NC, and the surrounding areas. We specialize in estate planning, financial planning, and asset management for families and business owners who want clarity, security, and confidence in their financial future.
Our mission is simple: protect what you’ve built and help it grow. We design innovative financial strategies that make it easier to pass on wealth, reduce taxes, and invest with confidence — all while building lasting relationships based on trust and transparency.
While we are not attorneys and do not provide legal advice, we partner with North Carolina Bar–admitted attorneys to ensure your estate planning documents meet state legal requirements and integrate seamlessly with your financial strategy.
As a fiduciary financial advisor, we act as the quarterback between your financial plan and your estate plan — making sure they work together seamlessly. This coordination helps prevent costly mistakes, ensures your wishes are carried out, and keeps your plan current as life changes.
We create custom-tailored investment and estate strategies to meet both short- and long-term goals, with full transparency through separately managed accounts. As fiduciaries, we are legally bound to put your best interests first.
📅 Ready to take the first step?
Join our FREE Estate Planning Workshop and learn how to protect your wealth, avoid costly mistakes, and create a lasting legacy.
PARTNERS
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Office: 1155 Kildaire Farm Rd Suite 216 Cary, NC 27511
Call 910-448-2884
Email:[email protected]
Site: www.jbradinfinancial.com