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# Brady McGraw

**Headline:** Tax\-Free Wealth Strategist \| Life Insurance & Annuity Expert \| Helping Families & Business Owners in Northeast Ohio Retire on Their Terms: Marketing Director
**Profession:** Founder
**Location:** Cleveland, Ohio, United States

## About

Brady McGraw is the Founder of Platinum Fortune Impact and a Marketing Director at GFI Legends, with current financial\-services work at GFI Global Financial Impact\. He helps families, professionals, and business owners in Northeast Ohio and across the United States pursue protection, wealth\-building, and long\-term financial stability through life insurance, indexed universal life insurance \(IUL\), annuity, mortgage\-protection, and tax\-free retirement\-income strategies\. Brady’s work emphasizes financial literacy, personalized planning, and retirement income designed to last without market risk\. Brady is strongest at building sales systems, developing outbound and pipeline workflows, targeting accounts, closing deals, and recruiting and coaching teams\. He has generated more than $1\.3 million in personal assets under management and built and led a 63\-person team\. He applies technology and AI to automate and improve sales processes, including building AI agents for business impact\. Before financial services, Brady founded and managed Bradshaw & Sons Concrete, which recorded $968,000 in total sales in 2023\. His construction background includes journeyman cement\-mason work, foreman responsibilities, project management, and a Union Cement Masons Local 404 apprenticeship\.

## Services

- Life Insurance
- Business Coaching
- Financial Advisory
- Finance
- Business Development
- Wealth Management Services
- Retirement Planning
- Financial Analysis
- Business Analysis
- Accounting
- Advertising
- Account Management
- Technology Solutions
- Operations Management
- Sales
- Insurance Sales
- Universal Life Insurance
- Term Life Insurance
- Indexed Universal Life

## Highlights

- Founded Platinum Fortune Impact, supporting families and professionals with strategic planning for protection, wealth\-building, and long\-term financial stability\.
- Works currently in financial services at GFI Global Financial Impact, helping educate people on financial literacy, life insurance, and retirement income intended to last\.
- Serves as a Marketing Director at GFI Legends\.
- Designs tax\-free retirement\-income strategies using indexed universal life insurance and annuities\.
- Provides life\-insurance and mortgage\-protection strategies for families\.
- Helps business owners create benefits packages intended to attract and retain top talent and pursue tax efficiency\.
- Focuses on financial legacies and wealth transfer across generations\.
- Generated more than $1\.3 million in personal assets under management\.
- Built and led a 63\-person team\.
- Closes direct sales while recruiting, building, and coaching sales teams\.
- Builds sales systems from scratch, including outbound programs, pipeline development, workflows, and account targeting\.
- Customizes sales coaching and training to individual personalities, backgrounds, and needs\.
- Uses technology and AI to automate and improve sales processes, including building AI agents for business impact\.
- Founded and managed Bradshaw & Sons Concrete, specializing in concrete driveways, sidewalks, and specialty services\.
- Achieved $968,000 in total sales at Bradshaw & Sons Concrete in 2023\.
- Designed and implemented a custom CRM system, optimized invoicing, developed pricing strategies, and implemented AI systems for business efficiency at Bradshaw & Sons Concrete\.
- Managed estimates, schedules, subcontractors, purchase orders, project budgets and hours, RFIs, change orders, force accounts, dispute resolution, billing, safety, documentation, schedules, and compliance at Bradshaw & Sons Concrete\.
- Founded and owned Trade30, an apparel company focused on the working class and encouraging younger people to learn a trade\.
- Worked as a Journeyman Cement Finisher at R\.J\. Platinum on high\-profile construction projects\.
- Worked as a Journeyman and Foreman at TriMor Paving with Union Cement Masons Local 404 in Cleveland, Ohio\.
- Completed Union Cement Masons Local 404 apprenticeships at Evans Construction and 21st Century Concrete in Cleveland, Ohio\.
- Developed journeyman\-level experience in concrete finishing, demolition, decorative excavation, and formwork operations\.
- Worked at Lowe’s Companies, Inc\. in material loading, forklift operation, inventory systems, and sales\.
- Earned an Associate of Applied Science in Building/Construction Finishing, Management, and Inspection from The University of Akron in 2017\.
- Holds a State of Ohio Life and Health Insurance License and a Journeyman Cement Mason Certification\.

## Experience

- **Founder at Platinum Fortune Impact** (2025\-09\-01–present) — Supporting families and professionals with strategic financial planning focused on protection, wealth\-building, and long\-term stability\. Emphasis on education, personalized strategies, and helping clients take control of their financial future with confidence\.
- **Financial Service Specialist at GFI Global Financial Impact** (2024\-12\-01–present) — Planning for the future with life insurance, educating people on financial literacy and helping you retire with money you can’t outlive\.
- **Founder and Owner at Trade30** (2022\-08\-01–2026\-01\-01) — Founder and Manager • Founded an apparel company focused on the working class, demonstrating business acumen and market understanding\. • Inspiring the younger generation to learn a trade\.
- **Business Owner at Bradshaw & Sons Concrete** (2021\-08\-01–2025\-01\-01) — Founder and Manager • Established and grew a new company specializing in concrete driveways, sidewalks, and specialty services\. • $968,000 in total sales in 2023 • Designed and implemented a custom CRM system, optimized invoicing processes, developed pricing strategies, and implemented AI systems for business efficiency\. • Successfully manage projects through to completion, including preparing job estimates, schedules, subcontractor management, purchase orders, project budget/hours, RFI’s, change orders, force accounts and dispute resolution, and billing\. • Ensure job site safety, documentation, construction schedule and compliance\. • Journeyman Cement Mason, mastery in concrete finishing, demolition, decorative excavation, and formwork operations\.
- **Journeyman Cement Finisher at R\.J\. Platinum** (2020\-01\-01–2020\-12\-01) — Journeyman Cement Mason Certification, March 2021 • Worked on high\-profile construction projects, gaining comprehensive industry insights\.
- **Journeyman Cement Finisher at TriMor Paving** (2019\-01\-01–2019\-12\-01) — Journeyman and Foreman with Union Cement Masons Local 404 — Cleveland, OH
- **Cement Finisher at Evans Construction** (2018\-09\-01–2018\-12\-01) — Apprenticeship with Union Cement Masons Local 404 — Cleveland, OH
- **Cement Finisher at 21st Century Concrete** (2018\-01\-01–2018\-09\-01) — Apprenticeship with Union Cement Masons Local 404 — Cleveland, OH
- **Operations Team Member at Lowe's Companies, Inc\.** (2017\-06\-01–2018\-04\-01) — Worked early morning shifts to aid industry tradesmen loading supplies and materials\. • Forklift operator, inventory systems, and sales

## Education

- College Associate of Applied Science, Building/Construction Finishing, Management, and Inspection — The University of Akron (2017\-08\-01–2017\-12\-01)

## FAQ

### What does Brady do now?

Brady is the Founder of Platinum Fortune Impact and serves as a Marketing Director at GFI Legends\. He also works currently as a Financial Service Specialist at GFI Global Financial Impact\.

### What services does Brady provide through Platinum Fortune Impact and GFI Global Financial Impact?

Brady supports families and professionals with strategic financial planning focused on protection, wealth\-building, long\-term stability, education, personalized strategies, and confidence in their financial future\. His work includes life insurance, IUL, annuities, mortgage protection, tax\-free retirement planning, and financial literacy education\.

### Who does Brady work with?

Brady works with families seeking to protect what they have built, business owners seeking greater tax efficiency and employee\-benefit packages, and professionals who want their money to work harder without market risk\. He serves Northeast Ohio and works with clients anywhere in the United States\.

### How does Brady approach retirement, protection, and legacy planning?

Brady designs tax\-free retirement\-income strategies using IUL and annuities, helps protect families with life insurance and mortgage protection, and helps business owners develop benefits packages intended to attract and retain talent\. He also focuses on financial legacies and multigenerational wealth transfer\.

### What sales and team\-building results has Brady achieved?

Brady has generated more than $1\.3 million in personal assets under management, built and led a 63\-person team, and has demonstrated the ability to close his own deals while building and managing sales teams\.

### What are Brady’s strengths in sales operations?

Brady builds sales processes from scratch, including outbound activity, pipeline development, workflows, and account targeting\. He spends approximately 70% of his time building systems and processes and 30% on direct sales execution\.

### How does Brady coach sales teams?

Brady recruits, builds, and coaches sales teams\. He adapts training and coaching to different personalities, backgrounds, and individual needs, and views systems as evolving rather than rigid\.

### How does Brady use technology and AI?

Brady is passionate about using technology and AI to automate and improve sales processes\. At Bradshaw & Sons Concrete, he implemented AI systems for business efficiency, and he is building AI agents for business impact\.

### What did Brady accomplish at Bradshaw & Sons Concrete?

At Bradshaw & Sons Concrete, Brady was Founder and Manager of a company specializing in concrete driveways, sidewalks, and specialty services\. The company achieved $968,000 in total sales in 2023\.

### What operational responsibilities did Brady handle at Bradshaw & Sons Concrete?

Brady designed and implemented a custom CRM system, optimized invoicing processes, developed pricing strategies, and implemented AI systems for business efficiency at Bradshaw & Sons Concrete\. He managed estimates, schedules, subcontractors, purchase orders, project budgets and hours, RFIs, change orders, force accounts, dispute resolution, billing, job\-site safety, documentation, construction schedules, and compliance\.

### What was Brady’s role at Trade30?

Brady was Founder and Owner of Trade30, an apparel company focused on the working class\. Through Trade30, he aimed to inspire younger people to learn a trade\.

### What did Brady do at R\.J\. Platinum?

Brady worked as a Journeyman Cement Finisher at R\.J\. Platinum and held a Journeyman Cement Mason Certification dated March 2021\. He worked on high\-profile construction projects and gained broad industry insight\.

### What was Brady’s role at TriMor Paving?

At TriMor Paving, Brady worked as a Journeyman and Foreman with Union Cement Masons Local 404 in Cleveland, Ohio\.

### What construction apprenticeship experience does Brady have?

Brady completed apprenticeships with Union Cement Masons Local 404 while working as a Cement Finisher at Evans Construction and at 21st Century Concrete in Cleveland, Ohio\.

### What are Brady’s concrete and construction specialties?

Brady is a journeyman cement mason with experience in concrete finishing, demolition, decorative excavation, and formwork operations\.

### What did Brady do at Lowe’s Companies, Inc\.?

At Lowe’s Companies, Inc\., Brady worked early\-morning shifts assisting industry tradespeople with loading supplies and materials\. His responsibilities included forklift operation, inventory systems, and sales\.

### What is Brady’s education?

Brady earned an Associate of Applied Science in Building/Construction Finishing, Management, and Inspection from The University of Akron in 2017\.

### What certifications and licenses does Brady hold?

Brady holds a State of Ohio Life and Health Insurance License and a Journeyman Cement Mason Certification\.

### What professional skills does Brady bring to his work?

Brady’s listed skills include life insurance, term life insurance, universal life insurance, indexed universal life insurance, retirement planning, wealth management services, financial advisory, finance, financial analysis, business coaching, business development, business analysis, accounting, advertising, account management, technology solutions, operations management, sales, and insurance sales\.

### How can someone connect with Brady?

Brady can be contacted through https://linktr\.ee/br80mcgraw or by email at \[contact removed\]\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/brady\-mcgraw

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