BRADLEY TROY, CFP®, CAP®, CLU®, CHFC®, AIF®, CPFA®
Retirement Plan Specialist & Wealth Management Advisor
Bradley manages a retirement plan practice for First Financial Group (FFG), a Bethesda based Mass Mutual Agency, while also maintaining / growing a wealth management business. The practice provides 3(21), 3(38) and other fiduciary / advisory services to businesses and clients of advisors at FFG.
FFG’s Fiduciary Consulting Practice
- Supports FFG’s wealth management advisors by helping them to provide retirement solutions to their clients, without having to be specialist, while participating financially and partnering to help identify opportunities for the wealth advisors.
- Delivers 3(21) and 3(38) services, advanced guidance to trustees and HR about plan design and creative options to meet their benefit and financial goals.
- Interacts with employees to support their use of the 401k plan, deliver employee financial wellness (Wellcents), education and real financial guidance that they don’t get from a 1-800 number.