Bruce Schragin is the Senior Market Strategist and an independent financial advisor offering clients retirement planning expertise. For many years, he has been helping individuals and families with their financial well-being. Bruce believes that by educating clients on retirement planning strategies, he can help them navigate through a financial stress-free retirement. Through an approach focused on mitigating risk along with portfolio growth, Bruce pursues strategies designed to meet the client’s retirement objectives. As an independent financial advisor with Clayton Biltmore Financial, Bruce offers retirement advice and unbiased strategies based on each client’s unique goals and objectives.
In addition to being a retirement expert, Bruce has an MBA from Washington University in St. Louis and has been an adjunct instructor teaching undergraduate and graduate business classes.
LICENSES & ACCREDITATIONS
- Retirement Specialist
- Social Security – NSSA Certification
- MBA from Washington University
AREAS OF EXPERTISE
- Retirement Planning
- Social Security Planning
- Life Insurance
- Tax Strategies