We are very selective of who we choose to be on our team because we only want the best talent in our industry. Our entire staff brings experience, expertise and well-honed skills to the firm. We are proud to have both Certified Financial Planner™ practitioners (CFP®) and Chartered Financial Analysts (CFA) on our team, reflecting our commitment to the profession. Both the CFP® and CFA designations are highly regarded as the most stringent credentials in their associated profession.
Highly credentialed professional team, providing individualized plans and services.
Each client is assigned their own financial team of credentialed professionals who work together to bring the highest level of expertise and service. We are proud of our Bedel Financial Consulting team. Please take a moment to learn more about them.
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.