OUR SERVICES

Roll over 401K/Retirement

Rolling over your 401K can be a simple decision that feels complicated after moving or changes in your career. Bedrock Financial has some of the most advantageous options for your retirement savings and we can customize your accounts to your personal retirement goals. Contact us now to hear more about all the options we have to offer you, your family, and your future.

Life Insurance

Life insurance is one of the fastest growing ways to save for your future while providing for your family due to the unforeseen. A life insurance policy can be a savings tool that greatly turns your finances into a lending machine and keeps you from having to use financial institutions. Contact us to discuss exactly what we can do for you.

Generational Wealth Inheritance

Generational Wealth can be a broad term, but its a great principal. The goal of passing down assets to your family and minimize losses during those transitions. If it’s investments, real estate, or family businesses; we can assist you to ensure you and your family are protected.

Tax Strategies

There is so many details and strategies around taxes and effectively paying the right amount. We specialize in some of these strategies that can help you and what several of the wealthiest people in the country utilize as well. Contact us to find out more about more

College Planning

Saving for our children is a big goal we all take on with our family.  We want to guide you into products that can grow your wealth and sustain the dream of your children’s education being an easy option when the time comes. Let’s discuss those plans and find the right way to grow your assets for your child’s future.

Personalized Goals/Financial Strategies

We all dream of doing what we love when we find our careers and I’m so grateful that I’ve found mine! That passion and dream is helping everyone I work with! The options are endless on what we can do with your wealth and how we can grow, protect, and reach the security you’ve dreamed for as well. Let’s talk over coffee, connect over the zoom, or chat on the phone about how we can drive that dream together!

Do we only help women…. Nope we can help anyone and everyone.

ABOUT US

We are here to serve you at any stage of your financial journey.
We are dedicated to change women’s lives. To help you build the financial future you need, want and can control based on your goals and values.

HOW WE SUPPORT YOUR FINANCIAL GOALS.

Get guidance

We meet you where you are with live financial planning sessions and tools for learning on your own time.

Build your wealth

Risk-optimized investment portfolios help you grow your money and reach your goals despite market volatility.

Make an impact

Create direct, meaningful impact by investing in women and issues that disproportionately affect them.

HOW WE’RE DIFFERENT

What Makes Us Better

Consider us your partners in learning how to play, and win, the money game.

As our client, you will enjoy an unparalleled level of attention and care as we work together to improve your financial future. As we develop your own personal plan of action to help you become financially free, we will teach you the skills necessary to “become your own banker”.

Our Happy Client says!

Hannah is so sweet and honest! I had coffee with her to go over our finances and life insurance and she was extremely informative and helpful. I would highly recommend giving Bedrock Financial a call!

Dana M, ★★★★★

Hannah is very helpful! Highly recommend setting up a consult! She was able to guide me in the right direction on what I needed to work on, what options are out there and what best fits me and my family. Thank you!

Megan R, ★★★★★

Love working with you guys. You have given me many great options for my kids and myself and were very honest. I love the fact that when you didn’t think something was a good idea to change a plan you were honest and told me versus just wanting to sell me something. Love also all the savings options and options to be able to take cash out in a quick amount of time. Super friendly, honest, and efficient service. Recommend you to everyone I know that needs these services.

Yael G, ★★★★★

Thank you so much Hannah!!
Hannah walked my very hesitant husband thru moving his 401-k over to a new product a few months ago. He left his previous job 3 years ago and it was just losing money and we were being charged fees!! When we were alerted we could move it , I reached out to Hannah. She showed us a few products that fit what we wanted , walked us thru what to do. And done!!! We have already made money!!! Do not just let your stuff sit, she taught us if your money isn’t making money it’s losing money.
Thank you!!! Can’t wait to invest more!!

Ashley R, ★★★★★

Hannah helped me out with my life insurance and 401K and it was a wonderful experience! She’s very thorough and knowledgeable and takes the time to listen to your needs and goals. Highly recommend!

Melissa H, ★★★★★

Testimonials were given by clients of BEDrock Financial Planning. Testimonials are representative of the client’s views at the time collected, may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or a similar experience or services.