Bernadette C. Broughton

Income LifeStyle Solutions & Consulting Services

"Financial Peace Begins with One Step"

Meet Bernadette C. Broughton

You don't have a money problem. You have a story no one ever asked you to tell. You've built a career, a business, a family you work hard to protect. And yet a quiet question lingers: Is it enough? Will it last? Am I doing this right? You're not behind, and you're not bad with money. A belief formed long ago, maybe a lesson in scarcity, a bad experience with an advisor, or a "someday" you keep postponing, has been steering your decisions from the background. I'm Bernadette Broughton, and I don't sell financial products. I help you name that belief, then build a plan around the life you actually live. Tax strategy, estate planning, and retirement income, coordinated as one picture. Your best interest before my commission, always, with every conflict of interest disclosed. When you know your Money Story, you own your money future. Financial peace begins with one step. Book your complimentary Money Story Conversation. 2543922961

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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