Bedel Financial Consulting Inc

Financing Consultants, Business Coaches & Consultants, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: Closed

Accredited

Business

(317) 843-1358Call Visit WebsiteVisit Website Map & DirectionsDirections3815 River Crossing Pkwy Ste 120Indianapolis, IN 46240

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Indianapolis with Financing Consultants

Broad Ripple (7 miles)
Broad Ripple Village (7 miles)
Carmel (7 miles)
Fishers (8 miles)
Westfield (14 miles)
Zionsville (14 miles)

More Info

Call today to schedule a free consultation!

BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Fax: (317) 574-5999
Services/Products: Business Services Commercial Services Financial Planning
Neighborhood: Keystone at The Crossing
AKA: Bedel Financial Consulting
Other Link: http://www.bedelfinancial.com
Categories: Financing Consultants, Business Coaches & Consultants, Financial Planning Consultants, Investment Advisory Service, Investments

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Details

Phone: (317) 843-1358

Address: 3815 River Crossing Pkwy Ste 120, Indianapolis, IN 46240

Website: http://www.bedelfinancial.com

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Bedel Financial Consulting Inc

Tax Planning
Comprehensive wealth management is a process that aligns your investment strategy with your financial plan. Separately addressing retirement planning, savings for education, tax planning, and investments generally doesnâ€™t work. We break down the silos to create a thorough plan for your financial future and the corresponding investment strategy to support the planâ€”helping you achieve your goals.
Charitable Giving
From charitable giving, to planning an inheritance for children and grandchildren, sharing financial resources and family values with the next generations must be done with intention and purpose. Generational wealth transfer works best with a comprehensive plan and years to execute it.
Estate Taxes
Tax Services
Roth IRA
When is it beneficial to convert your Traditional IRA funds to a Roth IRA during retirement? Your team of advisors guide you on these decisions, looking out for your current situation and the future benefits to your children.
Tax Deductions
If your portfolio is more than enough to meet your personal needs, you may consider establishing a charitable foundation or donor-advised fund. Enjoy tax deductions on the money you contribute and include your children and/or grandchildren in distribution decisions. This is a proven way to pass along your family values, give back to your community, and encourage generosity in the next generation.
Income Tax
NUA is a strategy that allows individuals to distribute employer stock from their employer sponsored retirement accounts into a brokerage account while only paying tax on their cost basis. This works really well when the employer stock has appreciated in value. The alternative is to take distributions throughout retirement and paying income tax on each distribution.
Capital Gains Taxes
A year down the road John decides to retire and thus has no source of income. If he needed $100,000 and did not elect NUA, that entire amount distributed from his 401(k) would be taxable and place him in the 22% tax bracket. If he elected NUA, he could liquidate some of those shares in his brokerage account and would only pay 15% in long-term capital gains taxes on a portion of that amount liquidated.

Investment Management
We look for the best talent in our industry and are very selective in our hiring. The entire Bedel Financial team brings experience, industry knowledge and well-honed skills to the firm. We are proud to have Certified Investment Management Analyst (CIMA
Mutual Funds
Institutional share classes â€“ Mutual fund companies view us as a single investor, offering us lower-cost share classes normally available only to larger investors.
Bonds
Wealth Management
Bedel Financial Consulting is a comprehensive, fee-only wealth management firm, dedicated to helping our clients achieve financial security. Our client-first approach is built on transparency and trustâ€”no commissions, no products to sell, no conflicts of interest. We are committed to your success.
Money Market Funds
Offered by most brokerage institutions, money market funds are comprised of many ultra-short-term (30-40 days), low-risk investments that various government agencies or corporations typically issue. They offer several positive attributes, including quick access to your money, making them ideal for everyday expenses or emergency funds. You can easily withdraw these funds without penalty, unlike other investments.

Accounting Services
Cash Flow Analysis

Financial Planning
Bedel Financial Consulting, one of the industry's leading financial planning firms in Indianapolis, goes through a comprehensive process for determining the best solutions to meet investment needs.
Retirement Planning
Retirement planning, tax strategy, estate planning, education savings, and more. Our credentialed financial planners work closely with you to create a plan that includes written recommendations, financial projections, and action items for implementation. Even after your plan is in place, weâ€™re here to help make sure you stay on track toward your goals.
Annuities
Before deciding to surrender an annuity and incurring a surrender charge, you will want to look at the total expenses of the annuity versus the expenses of the IRA. If the surrender charges can be made up within a 1-2 year period because of lower ongoing expenses in the IRA, then you might want to surrender. Also, while annuities will typically have lower quality investment options than an IRA, sometimes annuities will have investments with attractive guaranteed returns. As a result, the investment options available can have an impact on your decision to surrender.
Long Term Care
Long-term care reduction options can prove costly. Why are premiums increasing? What does each benefit option mean?
Asset Management
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
Living Trusts
One easy way to purchase additional I Bonds is through a revocable living trust. Many Bedel clients have either individual trusts or joint trusts.
Asset Protection
Youâ€™ve graduated the basic asset protection phase and cruised into a period of wealth accumulation. Itâ€™s likely that youâ€™ve hit your stride at work and are reaping the benefits as emphasized in your highest earning years. Are you taking advantage of this life stage?
Reverse Mortgages
If those requirements are met, she would be eligible for a reverse mortgage...but does it make sense to apply for one?

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