JAMES W. TAUSZ, CFP®The Bradford Financial Center215 North Main St. - PO Box 540 Clarion, IA 50525-0540 (515)532-6661 - 800-348-4419 FAX: (515)532-6547 www.bradfordfinancialcenter.com E-mail: jim@bradfordfinancialcenter.com |
![]() "Helping People Manage Money" Since 1970 |
| DEGREES: |
Sioux Falls College, BA Degree South Dakota State University, MS Degree |
| CERTIFICATIONS: |
Certified Financial Planner Board of Standards Inc.: CERTIFIED FINANCIAL PLANNER TM Practitioner Institute of Certified Financial Planners Certified Financial Planner National Association of Financial and Estate Planning Certified Estate Advisor National Association of Charitable Estate Counselors Charitable Estate Counselor Purdue University, Certificate of completion in Advanced Financial and Estate Planning Qualified Correlator R and R Newkirk, Advanced Estate and Pension Planning |
| LICENSES: |
Series 63 Series 7 and 24 Securities offered through United Planners Financial Services of America, member FINRA/SIPC Life, Accident and Health, Variable Life, Variable Annuity |
| WORK EXPERIENCE: |
President and Chairman of the Board of the following: The Bradford Group The Bradford Financial Center Team USA Mortgage Bradford Medical Insurance The Bradford Worldwide, Ltd. Commercial Funding, LLC |
| AWARDS: |
National Business Advisory Council "2005 Businessman of the Year" Consumer's Research Council of America "One of America's Best Financial Planners" Global Register's Who's Who "V.I.P. Professional 2006-2007" |
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CIVIC OR PROFESSIONAL ASSOCIATIONS: |
Mr. Tausz is the founder of Soldier Solutions Foundation, an organization that provides financial help for the families of our country's military personnel; a member of the Clarion Chamber of Commerce, Rotary International, Masons, First Lutheran Church of Clarion, Life Underwriters Association, and Financial Planning Association. |
| OTHER: |
Author of the book, "Should I Incorporate" Author of " Money Outlook" newspaper columns Host of the weekly radio broadcast of the "Bradford Financial News & Investment Hour" Found on many Mediacom cable outlets |
| FAMILY: | Jim has been married to his wife Judy since 1966. They have three children, Jerrad Jay, Jodi Lynne, and Jamie Jo; and six grandchildren, Katie N. Darrohn, Ryan S. Darrohn, Devon M. Darrohn, Jaden A. Ravensborg, Nicholas W. Ravensborg, and Raegan H. Tausz. |
| BUSINESS SPECIALTY: |
The Bradford Financial Center, Registered Investment Advisor, one of the largest independent financial planning and mortgage firms in the Midwest, is well known for helping individuals and business with money management. Bradford focuses on trusts, income taxes, estate issues, business development, retirement planning, investments. foundation administration, and risk planning. At the helm of the company is James W. Tausz, active in the financial world since 1970. Mr. Tausz developed the "True Casting Evaluation Method" used in the study and evaluation of self-funding bids for medical, dental, and short-term disability plans. In addition, he developed "Trend Timing" and "Watch and Manage" methods of managing stocks, bonds, mutual funds, gold, and variable annuities. James W. Tausz is best known for his ability to structure sales of appreciated businesses, stocks, and other appreciated property with a focus on saving income and esate taxes. In addition, he specializes in custom benefit designs and approaches for lotteries, personal injury, wrongful death, and workers compensation claims. He is CERTIFIED FINANCIAL PLANNER, Certifed Estate Advisor, and has been recognized by the Business Advisory Council as "businessman of the Year" and the Consumer's Research Council of America as one of "America's Best Financial Planners". In addition, James has been named by Global Register's "Who's Who" publication of Executives and Professionals as a V.I.P. professional. He is referred to by many as "Iowa's Financial Wizard". |
| OTHER LOCATIONS: | The Bradford Financial Center is available to do business in the following states: |
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FINANCIAL PLANNING: |
Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Jersey, Nevada, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin |
| MORTGAGES: | Iowa, Missouri, South Dakota, Minnesota,Michigan, Kansas, North Dakota, Florida, Wisconsin, Nebraska. |
| COMMERCIAL LOANS: | All 50 States |
| WEBSITES: | You can find out more about Bradford's full service financial planning services by accessing any number of their websites: |
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www.bradfordgroups.com www.bradfordfinancialcenter.com www.bradfordmedicalinsurance.com www.bradfordstructuredsettlements.com www.mydstplan.com/bradford www.bign.com/bfc www.bradfordemployment.com www.soldiersolutionsfoundation.com www.savethefierofoundation.com www.teamusamtgclarion.com www.bradfordprivateannuity.com www.bradfordtax.com www.jamestausz.com |