Welcome To TB Retirement Planning
Our Process
Meeting with TB Retirement Planning is an important first step towards securing your financial future.
It is an opportunity to get to know an advisor and share your goals and aspirations.
​
You are under no obligation and your initial meeting with one of our experienced advisors will be relaxed, informal and is free for anyone!

What to Bring

  1. A list of questions you have regarding your current financial situation.
  2. Any account statements, budgets, or information about other areas of your financial life that you feel deserves immediate attention. 
  3. A list of financial goals you would like to achieve, both short- term and long-term

​What to Expect

  1. A professional evaluation to help clarify your financial goals and priorities.
  2. Detailed information about our customized solutions, including risks, benefits and costs.
  3. Recommendations on how to move forward.
At the conclusion of your initial consultation, you will have the opportunity to schedule a second meeting. During this second meeting, a more specific outline of your individual planning process and timeline will be detailed along with any associated fees. We are dedicated to developing lasting relationships with all of our clients and we look forward to working with you.

About Us
Tom Bradley
Tom Bradley is considered one of the most successful, rising retirement professionals in the country. With more than 10 years of experience, not only does he work everyday with his clients with the goal of helping them with their retirement money, he also trains advisors all over the country with the goal of helping them hit their highest potential and showing them how to do the right thing for their clients. Tom has a drive to achieve at the highest level and a desire to be the best in the industry. His energy and enthusiasm are contagious and his industry skills and product knowledge are unmatched.

​When Tom is not helping his advisors, he and his wife Jessica are running around with their kids Cooper and Ella. He is a sports enthusiast and enjoys anything that is a competition.

Get in Touch With Us

Please give us your contact information and we’ll be happy to reach out to you.
TB Retirement Planning
​
Email: [email protected]

Phone: (303) 908-8173

Address: 7105 W. 44th Ave
Denver, CO 80033
The information provided herein is the exclusive property of TB Retirement Planning. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
© 2019. TB Retirement Planning.
Welcome To TB Retirement Planning
Our Process
Meeting with TB Retirement Planning is an important first step towards securing your financial future.
It is an opportunity to get to know an advisor and share your goals and aspirations.
​
You are under no obligation and your initial meeting with one of our experienced advisors will be relaxed, informal and is free for anyone!

What to Bring

  1. A list of questions you have regarding your current financial situation.
  2. Any account statements, budgets, or information about other areas of your financial life that you feel deserves immediate attention. 
  3. A list of financial goals you would like to achieve, both short- term and long-term

​What to Expect

  1. A professional evaluation to help clarify your financial goals and priorities.
  2. Detailed information about our customized solutions, including risks, benefits and costs.
  3. Recommendations on how to move forward.
At the conclusion of your initial consultation, you will have the opportunity to schedule a second meeting. During this second meeting, a more specific outline of your individual planning process and timeline will be detailed along with any associated fees. We are dedicated to developing lasting relationships with all of our clients and we look forward to working with you.

About Us
Tom Bradley
Tom Bradley is considered one of the most successful, rising retirement professionals in the country. With more than 10 years of experience, not only does he work everyday with his clients with the goal of helping them with their retirement money, he also trains advisors all over the country with the goal of helping them hit their highest potential and showing them how to do the right thing for their clients. Tom has a drive to achieve at the highest level and a desire to be the best in the industry. His energy and enthusiasm are contagious and his industry skills and product knowledge are unmatched.

​When Tom is not helping his advisors, he and his wife Jessica are running around with their kids Cooper and Ella. He is a sports enthusiast and enjoys anything that is a competition.

Get in Touch With Us

Please give us your contact information and we’ll be happy to reach out to you.
TB Retirement Planning
​
Email: [email protected]

Phone: (303) 908-8173

Address: 7105 W. 44th Ave
Denver, CO 80033