What Makes us Different | Wealth Management and Retirement Planning | Bedel Financial Consulting, Inc. Indianapolis

What Makes us Different

Bedel Financial

A Rare Approach To Meet Your Unique Financial Needs…

At Bedel Financial, each client has a team of professionals with 2 distinctly different disciplines – financial planning & investment management. It is only through this dual approach that we are able to provide a thorough planning experience with full understanding and consideration of solutions for your personal best interest.

Balanced Strategy…

Bedel Financial Consulting’s dual team approach enables us to provide you with a balanced investment strategy that ensures a complete assessment of your financial standing. Our highly credentialed staff hold the premiere designations in our industry; Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA), reflecting their dedication to the field of wealth management. As a fee-only financial and investment services firm, we do not sell any products, nor do we receive any form of commission. Our compensation comes exclusively from our clients. Our multidisciplinary approach empowers you and allows us to be 100% committed to your success.

Independent...

Bedel Financial Consulting, Inc. is not affiliated with any brokerage house, which enables us to recommend and invest in any vehicle for our clients. We enjoy complete flexibility in matching your portfolio needs with the appropriate investment vehicles as we are not limited to any parent company investment options or proprietary products. As fiduciaries for our clients, our decisions are held to the highest standards. Everything we do is in the best interest of our clients. We value that trust and take our responsibilities very seriously.

Investment Committee for Thorough Analysis…

In 2009, the firm formed the External Investment Committee, which is comprised of selected individuals in the investment industry and academia.  Our investment management team meets with the committee members quarterly to discuss the economic and investment environment as well as potential investment strategies for our clients.  Final investment decisions are approved by the Bedel Financial Internal Investment Committee.

Secure Online Safety Deposit Box…

We offer to clients My BFC Keeper (MBK), a private, fully encrypted, secure online safety deposit box that allows for storage of critical documents, including quarterly portfolio reports. Once the MBK vault is established, documents can be scanned and shared between the client and the wealth management team. Examples of documents to store include: estate planning documents, tax returns, investment information, insurance policies and passports.  

Personal Services  |  Institutional Services

Identifying “Outside the Box” Strategies

Identifying “Outside the Box” Strategies

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!

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