With its recently expanded financial services, the team can help individuals approaching retirement age, develop a financial plan specific to their life circumstances, with a focus on developing client-advisor relationships that adhere to fiduciary standards of trust.
More information can be found at Bedrock Investment Advisors
As financial planning for retirement requires a high level of sensitivity on the part of the financial advisor and confidence from clients, the updated services from Bedrock Investment Advisors are built on a strong basis of mutual understanding – a foundation established by conveying details about investment risks, identifying quantifiable goals for each client, and explaining the components of each financial plan.
Fiduciary financial advisors, which comprise around 60% of all financial advisors in the United States, are required to prioritize the interests of their clients in comparison to non-fiduciary advisors. “We don’t get paid to push a product and we are only successful if you are successful,” explains a Bedrock Investment spokesperson. “We always have your best interests in mind – which has earned us a solid reputation as effective, dependable and trustworthy.”
Following the fiduciary template of care, the process of creating a customized retirement plan starts with the process of building a working relationship. This entails a Bedrock Investment advisor sitting down with a client and getting to know their long-term and short-term financial goals, ideal time horizon, and level of comfort with risk before making any recommendations. More information about this process is available at Bedrock Investment Advisors Services
The firm then takes a closer look at the client’s overall financial situation before building a stable and robust foundation for the details of the retirement plan, which involves a review and guidance on FERS, 401(k)s, or other employer-sponsored accounts, traditional and/or Roth IRAs, pensions, investments, and income-producing real estate. Additional details can be viewed at Retirement Planning
While many retirees or soon-to-be retiring clients may already have investments, Bedrock Investment offers expert advice to help them consolidate all sources of retirement income into a cohesive overall strategy.
While the services are aimed at retirees and individuals approaching retirement age, Bedrock Investment Advisors also offers financial guidance for clients at all stages of life, including young professionals, business owners, government employees, and corporate executives.
Contact information for the firm can be found at Contact Us
Bedrock Investment Advisors
7621 E Gray Rd suite c
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Florida Times Daily journalist was involved in the writing and production of this article.