prisma health employees
The retirement decisions that connect
Within a few years of leaving Prisma Health, several major financial decisions arrive at the same time, and the order you make them in matters.
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why the order matters
Sequencing is the hard part
Your 403(b) and 401(a), Social Security, Medicare, and South Carolina taxes are not separate choices. When you claim, how you withdraw, and when you enroll each change the others, so the order you choose becomes the strategy.
our method
Audit, Engineer, Sustain™
in their words
From people who made the move
I was very uninformed when I started my 401k journey late in life. Brad has been a treasure trove of advice and wisdom in what to do to try to get on track for retirement. I appreciate his quick response to texts and phone calls and the way that he treats me like a friend, and not just a client. I highly recommend Dyadic Financial, because of the owner, Brad Blackburn.
This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Just wanted to take time to thank Brad for always taking care of my investments. Seven years ago, after my husband passed away, I was totally confused about any of our investments. I was advised from my estate planner to interview three financial advisors, so I did, and I have never regretted my decision. He is very trustworthy, always very prompt when I need anything in answering my calls. I would highly recommend him with any investments.
This statement is a testimonial by a client of the financial professional as of 05/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Brad Blackburn came highly recommended to me after my husband's unexpected passing. Brad has been my financial advisor for over 5 years and I am confident my accounts are in good hands. Brad shows concern and is very personable. He doesn't miss an occasion to send a card. I would highly recommend him to anyone looking for an honest and capable financial manager.
This statement is a testimonial by a client of the financial professional as of 05/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Have known Brad Blackburn for some time now. He is always quick to help you understand and walk you through investments, and I believe he has your best interest at heart. Thanks Brad.
This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
a prisma health client
Great guy who really cares for his clients and looks out for their interests.
This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
the next step
Begin with the Audit
If you are within three years of leaving Prisma Health and have $1M or more in combined retirement and investable assets, the conversation is worth having now. Thirty minutes, no obligation.
Schedule a Confidential AuditThis content is provided for educational purposes only and is not individualized investment, tax, or legal advice.