David J Bradford: COO of Drive Planning
Creating Control and Certainty for Your Financial Goals for Today and Tomorrow
Meet your
financial strategist
David J Bradford
“I’m an entrepreneur success coach that gives my clients access to the proven tax ideas and private investments of the wealthy.”
WHAT I DO
Intentional Financial Strategies for a Successful Life
As a financial strategist, I will guide you through every step of your financial life and educate you so that together we can make wise decisions for your future. Through education, information and effective strategies, we will bring your financial goals to life and chart a successful path for you.
Wealth Management
Tax Planning
Asset Protection
Retirement Planning
The Drive Planning Methodology for Financial Success
Keep More
Wealth building is more about how much you keep than about how much you make. Our financial strategies will protect you from the:
5 Wealth Destroyers:
- Inflation
- Taxation
- Litigation
- Market Fluctuation
- Devastation
Make More
We will create a plan for you using the same strategies that the extremely wealthy have been using for decades. We will break those down and explain how they may be applied to you and your financial future to maximize your earning potential while minimizing risk.
Live More
We help people navigate through the financial storms we see in the world today.
My Process
How We Will Work Together
Step 1: Getting to Know You
We start with a 12-minute call where we learn about your goals, objectives and concerns.
Step 2: Comprehensive Financial History Review
I will review your financial history to understand where you are losing money or opportunity unknowingly and unnecessarily.
Step 3: Tailor-Made Financial Plan
I will craft a financial plan for you that will help you keep more, make more and live more. We will identify areas where you need to change, financial dangers or gaps, and opportunities you should take advantage of.
Clients Managed
Combined Client Networth
The New 1 Percenter Club
Insured loans which are backed by real estate collateral.
Real Estate Acceleration Loan
Insured loans which are backed by real estate collateral.
Cash Out Real Estate Fund
Build wealth with an investment in tax liens that has a significant track record.
Wells Real Estate Investment
A real estate secured mezzanine loan.
