Brad Burcham

Office: Chattanooga
7213 Noah Reid Road
Chattanooga, Tennessee 37421
(423) 266-7400

Contact
brad.burcham@continuumpp.com
Direct: (423) 702-8942
Fax: (423) 266-3018

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Our Partners- Brad Burcham

Brad's Team

Jarred Bailey
Jarred Bailey
Operations and Communications Manager
jarred.bailey@continuumpp.com
(423) 702-8951

Clients who own a business or run a practice have unique issues that need addressed by a professional. I am a business owner myself, so face many of the issues they do. This makes it easy to plan for them because I understand their struggles.

I have seen firsthand the difference in planning and a lack of planning, which can dramatically affect your life. The ability to have a lasting impact on multiple generations for clients and their families is the most rewarding part of what I do every day. I am able to see an opportunity to help people and watch as their dreams become reality.

When clients first come to me, they typically have issues with determining who could run the business if they are no longer able, feel they are paying too much in taxes, or are just an accident or illness away from the business failing altogether. However, through comprehensive financial planning, I believe my clients feel confident that the decisions they make are pointing them towards meeting their goals.

Areas of Expertise:

  • Tax Minimization Strategies
  • Debt Reduction Strategies
  • Investment Strategies
  • Education Funding
  • Qualified Retirement Plans
  • Retirement Income Strategies
  • Personal Protection Strategies
  • Estate Planning

Education:

University of Tennessee Chattanooga, Finance & Marketing Honors

Affiliations:

Memorial Hospital CHI Foundation
Silverdale Baptist Church
Business Networking International

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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More About Brad...

Brad was born in West Tennessee then raised in Chattanooga. He attended Grace Academy high school and went on to study at The University of Tennessee Chattanooga, receiving a degree in finance and marketing with honors. He currently resides in Apison, TN with his wife Kristen and their two sons, Blaine and Bryce.

With years in the financial service industry, Brad affiliated himself with Capital Financial Group, LLC (CFG) in 2005. To provide a higher level of planning to clients with more complex situations, Brad joined Continuum Planning Partners (CPP) in 2015 as a founding member. Brad is highly involved in local organizations and associations, currently

serving as a board member with CHI Memorial Hospital Foundation Board. Brad is also highly involved with a church plant in Brattleboro, VT. In his spare time, Brad enjoys golf, running, biking, baseball, travel, and spending time with family.

Interested in working with Brad? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.

Interested in working with Brad? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.