We believe in a conservative investment approach focused on advancing and protecting your capital. Bedford Federal Wealth Management is a wealth management and financial planning firm located in Indiana. Our team of Wealth Advisors act in a fiduciary capacity with a commitment to your best interests.
Our focus is on advising individuals who are transitioning into retirement, affluent retirees who want to preserve their assets, retirees who want to increase their income and business owners who have unique financial challenges. We are devoted to helping our clients grow, preserve and transition their assets over multiple generations.
Our focus is on advising individuals who are transitioning into retirement, affluent retirees who want to preserve their assets, retirees who want to increase their income and business owners who have unique financial challenges. We are devoted to helping our clients grow, preserve and transition their assets over multiple generations.
Services
DIAGNOSE - Our process starts by listening to you. Identifying and prioritizing your goals and values will give you the desire and power to work towards achieving your goals. ANALYZE - With the information you've shared with me, I'll study and analyze it; I'll develop, model and test various ways to address your objectives; always seeking strategies tailored to your needs.
Michael originally became a financial advisor in 2003 because of his love for investing and financial markets. It wasn't until later that everything changed for him. Michael experienced some challenging circumstances that resulted in a very tough situation both personally and financially. He managed to recover from that situation and he gained a valuable new financial experience and perspective.
Cetera Investment Management provides quarterly, midyear and annual forward-looking overviews of the major asset classes and macroeconomic climate, evaluating a broad range of leading indicators to unravel the market's complexities. Their approach helps uncover current economic themes, but also challenges traditional perspectives by focusing on longer-term market forces that may not have surfaced yet.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews
Be the first to review Bedford Federal Wealth Management.
Write a Review
