Terry L. Bradford-Crane, CFP^®

MBA,

BradfordCrane Company LLC

9650 SE Southworth Drive, #4872
South Colby, WA 98384

(805) 407-1694 CONNECT WITH Terry

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Comprehensive Financial Plan minimum fee - $5000.00. Financial Planning subscription minimum monthly fee - $150

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Peace of Mind Waypoints

Schedule an appointment here.

Brochures

BradfordCrane Company LLC

General

Terry Bradford-Crane is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BradfordCrane Company LLC in South Colby, WA and the surrounding communities.

Financial Advisor Experience

Terry Bradford-Crane, MBA, CFP® began her career as a financial adviser and certified financial manager with Merrill Lynch in 1998 where she managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004 she established BradfordCrane Company to be a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the “art” of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She is a principal member and financial officer of Allied Approach Group, LLC, an aviation test and evaluation consulting firm where she manages the financial aspects of a portfolio of experimental flight test and support projects. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Ms. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound.