Retirement Planning Specialist
Commited to helping you plan your financial future.
At 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 20 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
Newsletters
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?