AXA, Kevin H. Lamson, Retirement Planning Specialist

Retirement Planning Specialist

Commited to helping you plan your financial future.  

sss0sAt Bednar Financial Group LLC, we think life should be enjoyed, and that the success of our relationship should be measured not only by our mutual prosperity, but also by how enjoyable it is for us to work together. Our values are truly important to us and are a major reason why we have been able to maintain our small-firm, family culture even as we have grown.

 

Kevin H. Lamson, Principal, Senior Partner brings over 15 years of professional experience in helping clients achieve thier financial goals and objectives as they plan for thier retirement and has recently received his certificate as a Retirement Planning Specialist from the Wharton School of Business. Kevin is commited to his clients financial success.

Our Core Values

  • Integrity – Honesty, fairness and ethics are the foundation of our culture
  • Commitment – Making a difference to our community through excellence and service
  • Flexibility – Offering solutions based on being open-minded, resourceful and committed
  • Kindness – In all things, consideration and compassion will help guide our decisions

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

More Newsletters →