Braydon Connor Lofstead

Associate Financial Advisor

CFP®, APMA

Ameriprise Financial113 E Market St, Ste 220, Leesburg, VA 20176-3110

Broker Affiliation: Ameriprise Financial Services, Inc.

My Approach

Financial planning should help you feel more confident and organized, not overwhelmed. My approach is centered on understanding what matters most to you, simplifying the decisions in front of you, and helping you build a plan that fits both your goals and your life.

The Clients I Serve

Business Owners

Don’t let your business become your whole financial plan. Build wealth outside it, plan for taxes, and protect what you’ve built.

Millennials & GenZ

Start early and stay consistent. Small habits with saving, investing, and managing debt can make a big difference over time.

Pre-Retiree

Know what retirement will actually cost. Review your income, savings, taxes, and healthcare before deciding when to retire.

Also: High Earning First Generation, Physicians & Healthcare, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Early Retirement or Financial Independence

Plan beyond the finish line. Make sure your savings, taxes, healthcare, and withdrawal strategy can support a long retirement.

First Job and Career Entry

Build good habits with your first paycheck. Save automatically, use your benefits, manage debt, and start investing early.

Retirement Planning

Retirement is about more than a number. Build a plan for income, taxes, healthcare, and the lifestyle you want to maintain.

Also: Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Death in the Family, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Starting a Business, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I start by getting to know the person behind the finances—what matters most to you, what you’re working toward, and what’s causing you the most uncertainty. From there, I help organize the different pieces of your financial life and turn them into a clear, practical plan. I believe good financial planning should be collaborative and easy to understand. I take the time to explain the “why” behind recommendations, answer questions, and make sure you feel comfortable with the decisions we’re making together. As life changes, the plan should change with it, so I view financial planning as an ongoing relationship rather than a one-time conversation.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.