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Who We Are
Tenet Retirement was started because we believe people nearing or who just started Retirement are grossly underserved. Most firms and advisors focus on helping people accumulate wealth but don’t know how to help people transition that money into a Tax-Efficient Plan for Retirement. We specialize in helping pre and early retirees navigate all the decisions retirement presents.
Clients typically come to us with the following questions:
- How do I make sure I don’t run out of money?
- How do I create predictable and sustainable income for the rest of my life?
- Can I afford to take this vacation, buy this car, buy this vacation home, etc.
- How should my accounts be invested?
- How do I protect and preserve what I’ve built up over my career?
- How do I limit the amount of taxes I’ll pay on my retirement accounts?
- What are the biggest threats to my retirement and how do I protect against those?
- When is the best time to claim Social Security for ME?
- How do I make sure my assets pass down to the people I care about most in the most efficient way?
- What’s the best way for me to support my favorite church/charity?
Meet Your Lead Advisor
Zach Bradford, CFP®, WMCP®
Zach serves as a Senior Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement and estate planning.
Zach brings to his clients more than 8 years of experience in the financial services industry. Prior to starting Tenet Retirement, he worked for the largest independent investment advisory firm in the country as a Private Wealth Advisor. Zach has spent his entire career in financial services and has developed an in-depth knowledge of serving clients with a comprehensive approach to wealth management.
Zach earned a Bachelor of Science degree in Finance from Maryville University in St. Louis. Zach is also a Certified Financial Planner™ professional as designated by the Certified Financial Planner Board of Standards and a Wealth Management Certified Professional® as designated by the American College of Financial Services.