What’s the key to helping clients reach the shores of financial freedom? Always putting the clients’ needs first by following a process designed to put their minds at ease.
In the second installment of our “Welcome to Bedel Financial Consulting” video series, we guide you through our process from initial contact to our ongoing partnership with you. From your free consultation with us, to your planning meetings, to our regular ongoing review of your financial situation, we follow a process that ensures you know what to expect at every step of the comprehensive wealth management experience.
Is your financial ship adrift? Continue the conversation with us by scheduling a consultation.
Not sure what comprehensive wealth management is? Watch the first installment of our "Welcome to Bedel Financial" Video Series: An Introduction to Wealth Management
While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings. By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client. By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!.