Brad Pate

P R E S I D E N T

Brad started working with State of Florida employees by offering benefits through payroll deduction. After a very successful tenure, he started his own company working with Federal employees by offering them insurance benefits and financial planning through payroll deduction. At the time, no one company in the country had ever been able to offer a broad range of insurance benefits and financial planning products to Federal employees through payroll deduction. Brad was told by many companies that offering a full portfolio to Federal employees through payroll was near impossible. That was all he needed to hear to start his own very successful business. In the summer of 2002, he had the opportunity to help start the “Inevitable Wealth” radio show, after the first year, the show changed its name to “Financial Planning for Life” to better convey what the radio show provides for the families in the Tampa, FL. area. What was different about this radio show was we took live questions on the air, all questions. Most radio shows “screen” their calls to only take the calls they can answer. By talking all calls “live” we educated our listeners as well as sometime educating ourselves as well. It’s like the old saying, “you think you know it all until someone asks you a question”. After three years, Brad left the show for the opportunity to travel the country conducting retirement/benefit seminars to Federal employees. Brad has helped other financial planning radio shows that need help dealing with the needs of Federal employees.

Office #: 813-968-1207

Fax #: 813-263-6440

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