Bedel Financial Consulting, one of the industry’s leading financial planning firms, goes through a comprehensive process for determining the best solutions to meet investment needs.
After a no-obligation session where we gather information and discuss your goals, you’ll receive a letter outlining the proposed financial planning services along with the fee. Once you agree we have accurately captured your concerns, return the letter and we will begin the planning process.
Using our planning tools and strategies, each customized plan includes financial projections, which are modified as the process progresses. Plans also include a list of action items that reflect the tasks to be performed. Follow-up continues until the plan is implemented, which may take several months to accomplish. Bedel Financial Consulting invoices monthly as the work is completed.
To schedule an appointment with our Certified Financial Planners, fill out the form below or call Cassi Vanderpool at 317.843.1358 ext 222. We will respond to your inquiry as soon as possible.
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!.