Bernadette C. Broughton

Income LifeStyle Solutions & Consulting Services

"Financial Peace Begins with One Step"

Meet Bernadette C. Broughton

Bernadette C. Broughton works with business owners across the country to build protection plans that actually stick. With eight years of experience helping clients mitigate risk, she keeps the strategy crystal clear—everyone knows exactly what their protection looks like and where they're headed. She specializes in income protection and expense coverage for when life throws a curveball. Bernadette runs complimentary assessments that cut through the noise and show owners precisely what gaps exist in their current setup. What drives her work is straightforward: she'll protect what you've built because she knows how hard you worked for it.

Bernadette C. Broughton

Financial Services Tailored to Your Needs

Retirement Planning

Retirement Planning

Build a strong financial foundation for a secure and comfortable retirement.

Investment Strategies

Investment Strategies

Grow your wealth with personalized investment plans aligned with your goals.

Wealth Management

Wealth Management

Comprehensive financial planning to preserve and enhance your assets.

Tax Planning

Tax Planning

Reduce tax liabilities and maximize your savings with strategic planning.

Estate Planning

Estate Planning

Ensure your legacy is protected and efficiently transferred to your loved ones.

Investing For Kids

Plan ahead for your child’s financial future with smart investment strategies, education savings options, and long-term wealth-building guidance.

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