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.
Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security. For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company. By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation. Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.