A financial plan allows you to see the consequences of your decisions before you make them.

A structured approach to financial planning built around Blueprint, Risk, Action, and Direction.

Serving clients in Florida, Pennsylvania, and nationwide.

Modern Financial Planning

Financial Planning That Fits Your Life

B-RAD Wealth Strategies provides virtual financial planning for individuals, families, retirees, and business owners nationwide. Through secure online meetings, you'll receive the same personalized guidance and ongoing support without the need to travel, making it easier to fit financial planning into your life, wherever you call home.

Meet From Anywhere

Connect securely from home, the office, or wherever life takes you.

Personal Guidance

Receive one-on-one financial planning tailored to your goals and priorities.

Nationwide Service

Helping clients across the country build and maintain a clear financial strategy.

Planning For

Who We Serve

Based in Florida and Pennsylvania, we provide virtual financial planning for individuals, families, retirees, and business owners nationwide who want a more structured approach to planning and long-term financial decision-making.

Pre-Retirees & Retirees

Plan for income, investments, and long-term confidence in retirement.

Professionals & Families

Balance career, family, and finances with a clear, structured plan.

Young Professionals

Build a strong financial foundation early with a clear plan.

Business Owners

Align your personal finances with business growth and long-term goals.

HOW IT WORKS

The B-RAD Method™

A structured approach to financial planning designed to bring clarity, confidence, and direction to every financial decision.

STEP 1

Blueprint

Define your goals, cash flow, and planning foundation.

STEP 2

Risk

Evaluate investments, insurance, and potential blind spots.

STEP 3

Action

Implement strategies across your financial plan.

STEP 4

Direction

Monitor progress and adjust as your life evolves.

Learn More About the B-RAD Method

Meet Brad Section

Brad Schneider at the New York Stock Exchange

Meet Brad

Guidance Built on Experience

For more than 20 years, I’ve helped professionals, families, and business owners navigate important financial decisions through thoughtful planning and personalized guidance. I believe successful financial planning starts with understanding your current situation, identifying your long-term goals, and building a strategy designed specifically for you.

My approach goes beyond investments alone. Whether we’re discussing retirement planning, investment management, education planning, estate planning, or risk management, every recommendation is built around a comprehensive financial plan designed to help you make informed decisions today while preparing for tomorrow.

Read My Story

Questions We Help Answer

Clearer Thinking Starts with the Right Questions

Financial decisions rarely begin with a product or strategy. They begin with questions about your goals, your options, and what comes next.

01

Can I retire when I want to and stay retired?

02

How much can I safely spend without running out of money?

03

What should I be doing differently with my investments?

04

What should I be focusing on next?