Bradley J May

My path into my career could be viewed as "abnormal" - but the universe had a plan -  and I wouldn't change a thing! 

I was born and raised on a farm - and today live in Salem Wisconsin with my wife, Angela on our very farm. 

Looking back, I never had a straight answer when asked "if you could do or be anything, what would it be?". Although there was uncertainty in that question, I did know that I needed to be in a role where I would have the opportunity to help people & animals - build meaningful relationships long term - as well as create impact within my community, my family and simply in making this world a better place every chance I could. 

While I believe the adage "never say never" - I never thought I would find the ability to live those roles in a way I couldn't imagine through falling in love with financial planning and working with our amazing clients. 

Angela built up a successful business working with horses, and through that passion started a 501(c)(3) organization in 2021 called, Solstice Sanctuary - which is run here on our family farm. The organization has been able to rescue animals who have suffered trauma and abuse and in turn work with children who have been through situations of trauma and abuse and see the healing that can happen full circle when paired together. Angela will also soon be working as the town clerk & treasurer for the small town we live in! 

Just to name a few, we live on the farm with our dogs, cats, birds, chicken, horses, goats, cows, donkeys, and pigs! (don't ask me to count them all!)

If you were to ask my family, my friend or even my team - many would describe me as a jack of many trades - and a true "nerd" when it comes to financial planning & retirement income planning.

It's quite often you will find me working on our farm machinery& projects around the farm - all while listening to podcasts or industry materials about the changes and trends in the financial planning industry. 

The concept of being a financial advisor isn't about handing a client a run-of-the-mill financial plan or analysis. 

It’s not about having several conversations about accounts or asking about your personal investment risk tolerance.

Being a financial advisor is truly about having conversations, understanding what’s most important for yourself, your family and your dreams and legacy. It's important that we not just hear our clients but listen and partner with them in their process of dreaming as big as possible! This helps us best understand how we can best help them achieve their financial goals comfortably, in the time span they want.

We understand that everyone is unique and will have different goals during their working years as well as personal retirement aspirations. Our job is to create strategic plans and options and then, most importantly - monitor a custom plan which allows opportunities and implement changes as necessary.

The conversations we hold are not always easy – it’s important we advise clients about the kinds of things they may not want to think about: illness, premature death, disability, aging assistance, and estate planning. Our team makes sure your plan meets you and your loved one's needs for all that life hands you, both the good and the challenging!  

For over 11 years our team has been helping clients plan their dreams into reality. We have a strong focus of helping clients plan for retirement, apply tax-efficient strategies, and create a stable financial future. We believe that financial planning is a journey and are committed to being there for our clients every step of the way. We want to impact your life positively and help you achieve success.