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 Planner™ professionals, 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.
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.