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It’s never too late to take the first step or get a second opinion.

Let us help make your Dream Retirement a reality!

What does your dream retirement look like? If you're like most of us it's having not only the time, but the financial resources to to do what we love like traveling, taking a cruise, golf, fun with the car club, spending time with the grandkids, volunteering for your church or charity of your choice. To make your dream retirement a reality, you must have two elements to your overall retirement plan: income security and spending confidence. There are other considerations, but there are enemies that threaten your financial independence: Investment losses, inflation, taxes or uncovered medical expenses.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to schedule a free, no-obligation meeting, please contact us today! We have offices in Santa Barbara, Oxnard, Pasadena, Los Angeles and Westlake Village to meet with you by appointment. Proudly Serving Southern California retirees for over 22 years! Call for an appointment today at (805) 845-4847.

OXNARD Office: By Appointment Only
1000 Towncenter Drive
Oxnard, CA 93036

WESTLAKE VILLAGE Office: By Appointment Only
31225 La Baya Drive
Westlake Village, CA 91362
 

Request a Free Review of your Retirement Income Plan

Contact Us

Phone: (805) 845-4847

Email: erin@bradywealthmanagement.com

SANTA BARBARA
735 Juanita Avenue
Santa Barbara, CA 93109



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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brady Schmidt, Erin Schmidt or Brady Wealth Management Insurance and Financial Services is stated or implied.

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