A career in Northern Kentucky.
Brad Howard has spent his 23-year career as a Financial Consultant in Northern Kentucky. His work centers on investment management and the planning decisions that support it, particularly as clients approach retirement or begin drawing on their savings.
He holds the Chartered Retirement Planning Counselor, CRPC™, and Qualified Plan Financial Consultant, QPFC, designations.
Planning how to use retirement savings.
Brad's approach starts with the relationship between what someone has saved and what they expect to spend. Retirement forecasts help shape investment decisions, including how much market risk may fit the plan.
He also wants clients to think about enjoying their savings during retirement, a concern he says can receive too little attention.
Family and community.
Brad has volunteered with Easterseals Redwood for more than a decade, including five years on its Board of Trustees. He lives in Villa Hills, Kentucky, with his wife, Susan, and their sons, Hunter and Maddox.
Away from work, he coaches or attends his sons' games, golfs with his children, and takes yoga classes. He also enjoys the beach and scuba diving.
Discuss your investments or retirement plans.
Contact Brad or Fran to arrange a conversation.
Get in touch