Our Services

Whether you were referred from a friend, are an existing client, or are simply looking for information on ING Financial Partners, you can access the information you need here at my site. As an Investment Adviser Representative of ING Financial Partners I am dedicated to helping individuals and businesses build their financial futures.  My experience, and professional relationships continue to foster my sophisticated approach to offering financial products and quality planning services to my clients. Rather than just recommending a portfolio of unrelated products, I consider your specific financial goals and investment objectives, and together, we will develop sound and flexible strategies to help you meet your goals.  I help to execute those stategies by recommending appropriate products and services.  I believe in developing and maintaining long-term relationships with my clients.  Open communication, ongoing follow-up, and reviews are important for growing not only your portfolios, but our business relationship as well.  

 Investment Analysis                                 

• Identifying capital, contribution and return requirements to meet objectives
• Building cash reserves
• Providing information on alternatives pros/cons
• Asset allocation: attempting to reduce risk, enhance rate of return by balancing assets Asset Allocation, which is driven by complex, mathematical models, should not be confused with the much simpler concept of diversification.

• Helping clients with game plan for disability, illness or premature death
• Reviewing current insurance

• Dealing with lump sum distributions
• Projecting early or late retirement
• Income generating strategies
• Distribution Strategies
• Minimizing tax liabilities

• Qualified plans: 401(k), 403(b), profit sharing
• Pension planning: Defined benefit, 412(i) plans, Section 79 plans Section 419e plans
• Deferred compensation strategies
• Buy Sell funding arrangements
• Succession planning

• Protecting Privacy
• Preserving family wealth
• Legacy planning
• Charitable giving

• Money markets
• Treasury bills, notes and bonds
• Stocks
• Bonds (taxable and tax free)
• Mutual funds
• Oil & Gas Programs
• Real estate investment trusts (REITs)
• Annuities (immediate, fixed and variable)
• IRAs, SEPs
• TSAs
• 529 plans
• Seminars

• Individual and Group Life (term, Return of Premium Term, fixed, Indexed & variable universal)
• Disability
• Long-term care
• Private pension
• Key person Insurance

Brock J. Brady, Investment Adviser Representative, offers an array of financial analysis, alternatives, and solutions including: