Tunnell Financial | Financial Advisor in Myrtle Beach ,SC

1113 44th Ave. N.Suite 103
Myrtle Beach, SC 29577
Phone: (843) 222-8964

There Is Light At The End Of The Tunnel


Video


About

20 Years of Experience. Recently graduated from Duke University's CFP
Program, Safe
Money, IRA, Social
Security,
Retirement, 401(k), College Planning, Estate Planning,
Investment, Wealth Management, Independent, Business Continuation,
Key Man

20 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   20-49
Insurance License#:   125864
States Licensed in:   SC, NC
Number of Years with Current Firm:   17


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Variable Annuity , Life , Health , Annuity , Accident , Variable Life , Disability


Education
Professional Certification - CFP Designation  Duke University
Graduation -2016

Undergrad - Bachelor of Science  Clemson University
Graduation - 1995



FAQs

  • What are your qualifications? What is your education background? Undergraduate Degree - Clemson University Post - Graduate Credentials - The American College, LUTC - Advanced Estate Planning Post - Graduate Credentials - Duke University, CFP Program
  • What is your approach to financial planning? Protect & Grow (Tactical Risk Management)
  • Will you be the only person working with me? We are fortunate to have a staff of professionals including attorneys, CPA's, and money managers available to all of our clients.
  • How are you compensated? How will I pay for your services? Some Assets Under Management (AUM) are fee based. Some provide no compensation. Disability, Long Term Care, Life Insurance, as well as Annuities are commission based and are paid by the issuing insurance company's general account.
  • Do you offer any guaranteed results? Many financial products are guaranteed and some are not. Give us a call and we will be happy to provide those details.
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Bradley Tunnell

Bradley Tunnell

LUTC - Advanced Estate Planning

Biography


Brad lives near Myrtle Beach, SC with his wife of 19 years,
Carla. We asked him to tell us a little about himself.

I graduated from Clemson University in 1995 and quickly attained
my Series 6 and Series 63 Securities License as well as attended
The American College to become certified by the LUTC in "Advanced
Estate Planning". I recently graduated from Duke University's CFP (Certified
Financial Planner) program and will be sitting for the federal CFP board exam soon.

Many advisers are compensated by commissions. This could
possibly influence the advice that they provide. I wanted to
eliminate this influence. Therefore, I hold a Series 65
Securities License and I am bound to a "Fiduciary" duty as
opposed to a "Suitability" duty. This is a very important
distinction.

I understand that my clients are in different stages of their
lives. They may be purchasing their first home, financing a
child?s college education, planning for retirement, or protecting
and growing their savings while in retirement. I believe
that a financial plan must reflect their personal situation.

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My Services


Financial Planning for Individuals

We enjoy meeting with individuals and helping them with common issues such as retirement income planning including when to take Social Security Benefits and IRA Distributions. Another common question that we address is how to efficiently transfer wealth from one generation to another without giving up control.


Financial Planning for Businesses

We help business owners take advantage of strategies that address common problems such as business continuation and key man protection. A comprehensive approach helps to ensure that important details do not go undetected.


Portfolio Management

The strategy of buy and hold may no longer be the most effective method of obtaining compound returns. In the first decade of the 21st century, investors endured significant losses following the attacks on 9/11 then a slow rebound only to suffer a financial meltdown in 2008. Not only did common investors not enjoy compound returns, they are only recently breaking even. We use tactically managed models to bring a more proactive approach to portfolio management and significantly reduce the risk of excessive losses.


Communities Served

Calabash Conway
Georgetown Little River
Longs Loris
Murrells Inlet Myrtle Beach
North Myrtle Beach Pawleys Island
Leland

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

News & Events


Television Interview
When: 05/25/2016
Details:Brad Tunnell was interviewed on syndicated financial talk show "Right On The Money". ...more