What is Wealth Management?
It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support that plan and help you achieve your goals. We recognize that most busy professionals don’t have the time, energy or expertise to manage a comprehensive wealth management plan on their own. That’s where we can help. We deliver fee-only financial planning and investment management by a team of highly credentialed industry professionals. Our mission is to provide peace of mind and answer the questions that keep you up at night. Watch the video above to learn more.
Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm, dedicated to helping clients achieve financial security. Established in 1989 by Elaine Bedel in Indianapolis, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country according to WealthManagement.com.
We strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning and investment management. With this rare approach, we are able to provide a thorough planning experience to ensure all aspects of your plan are considered and addressed before taking a step forward.
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!.