Brad Fair

Office: Tupelo
343 E. Main St., Suite B-1
Tupelo, MS 38804
Direct: (662) 871-9791

Contact
brad.fair@continuumpp.com
Direct: (662) 871-9791
Fax: (662) 842-1001

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Our Partners- Brad Fair

Brad's Team

Jessica Graves
Jessica Graves
Operations Manager
662-205-4805


It has been said, “Adversity yields strength.” It certainly holds true for Brad Fair.  Challenged by circumstances that would have had many retreating in defeat, Brad has overcome serious obstacles in order to be a part of Continuum Planning Partners.

“How we run our practice, the compassion we have for our clients, and indeed our entire process is molded by the experiences we bring to the table as individuals and as owners,” says Brad about the philosophy behind the firm’s operation. “In our view, clients deserve transparency, education, and control over their financial future,” he adds.

Areas of Expertise:

  • Financial Planning
  • Risk Management
  • Investment Management
  • Retirement Planning
  • Qualified retirement plans
  • Education Funding
  • Estate Planning
  • Business Succession and Transition Planning
  • Cash flow Management
  • Debt Management

Education:

Bachelors of Science from University of North Alabama

Affiliations:

Member of the Orchard Church

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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Does it sound like Brad would be a good fit for you? Give him a call today.

More About Brad...

Brad, who nurtured a love for sports since childhood, had originally envisioned coaching as a career. Upon graduating from college, he took a job as an assistant football and baseball coach, and was sobered by the financial reality of his choice. He switched course to financial services, not knowing at the time that this would be his calling. Like any business owner, he encountered setbacks. Like every successful business owner, he persevered. The learning from those experiences was the importance of having laser-like focus, and surrounding himself with "good people and knowledgeable advisors." Today, Brad specializes in a holistic planning methodology, which helps clients follow through on their objectives.
Brad has a Bachelor of Science degree from the University of North Alabama. Outside of work, he loves to spend time with his family, play golf, and keep active. He resides in Saltillo with his wife, Stephanie, and their three children.
Supported by the Continuum Planning Partners team, Brad empowers medical professionals and business owners to gain confidence and clarity in their financial decision-making. CRN202106-249225