Delta Financial Group

Specialties

While developing a customized financial program, we will walk you through a step-​by-​step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

*Tax management *Investment management

*Retirement strategies

*Estate conservation

*Insurance and annuity products

Meet the Business Owner

Bradley F.

Business Owner

My financial planning career began in 1987 as a registered representative with Waddell & Reed, Inc. There, I attained the Top 25 Producer List nationwide. I established Delta Financial Group, Inc. in 1991 as an independent financial planning firm specializing in investments and retirement planning. I received my registration as a Certified Financial Planner™ in 1992 and have enjoyed helping my clients achieve their goals ever since. In addition, I am a member and past president of The Financial Planning Association of Oregon and SW Washington and a past president of the Kids On The Block Awareness Program.