Our Services

Bednar Financial Group, LLC strives to provide the highest level of financial services available by helping you identify and prioritize your goals, offering strategic advice specific to your needs, and implementing the strategies that work best for you.

Investment & Wealth Management Services:

  • Advisory (fee based) Investment Services
  • Investment Portfolio Design and Consultation
  • Mutual Funds, ETF's, Stocks and Bonds
  • Traditional, Roth, SEP & Simple IRA's
  • 401(k) and at Retirement Planning Services
  • Individual and Joint Brokerage accounts

Insurance & Risk Management Services:

  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal¬†Life Insurance
  • Survivorship Universal Life Insurance
  • Business Owner Continuity plans
  • Estate Planning Insurance Services

You can receive planning strategies for:

  • Asset Allocation
  • Retirement Planning
  • Education Funding
  • Survivorship Planning
  • Financial Analysis
  • Estate Planning
  • Retirement Distribution Planning
  • Business Planning