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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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
Calculators
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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?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.