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
When working with business owners who have a fairly significant capital loss from their business, we may be able to utilize those losses by converting a large portion of an IRA to a Roth IRA. Doing so will allow the business owner to move those tax-deferred dollars to a tax-free bucket while paying little to no income tax. Now those converted dollars will grow tax free for retirement.