Elaine Bedel (BA, CFP®, MBA)
Elaine Bedel focuses in the
following client markets or areas of practice:
- Corporate Executives
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Women's Financial Planning Issues
- Corporate Executives
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Women's Financial Planning Issues
Planning Specialties
Bedel Financial offers in-depth knowledge on the following planning topics:
- Retirement Planning
- Investment Strategies
- Education Funding
- Financial Security Analysis
- Income Tax Planning
- Insurance Needs Analysis
- Estate Planning
- Charitable Planning
- Family Gifting
- Divorce Settlement Issues
- Planning for Medical Professionals
- Family Special Needs Planning
- Stock Option Planning
- Young Investor Planning
Additional Information
Life is a series of choices.
Should you take the comfortable path or the one less traveled?
Should you accept where you are?
Should you change your direction?
Bedel Financial helps you choose what’s next.
NAPFA Start Date
April 07, 1996