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Financial Services

Brad

Brad Kelley

866.740.4100

bkelley@eidebailly.com

Service Details

Now that you've sold your business, how will you manage the sale proceeds? After years of hard work, you've sold your business, and now you have a considerable amount of money to manage. Do you have a financial plan? How will you carry out the plan to meet your objectives?

You have many choices when selecting professionals to help you obtain your financial, personal and charitable objectives. At Eide Bailly, our goal is simple: we want to help you achieve your objectives and dreams. Our professionals can assist with a variety of financial services, including financial planning, retirement income planning, asset management, insurance services, fiduciary reviews and fee-based consulting. We gather extensive data, confidentially analyze the information and consult with your CPA, attorney and other case-related professionals to provide constructive ideas designed to help you work toward your financial planning objectives.

We can help you develop a financial plan tailored to your needs. We use a team approach, bringing together the talents and knowledge of credentialed advisors who provide objective solutions and services to help work to achieve your financial objectives.