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Life Insurance
Whole/Term Life Insurance
At Bedrock Financial Group, you can provide the financial protection you and your family needs for a financially healthy retirement.
A Whole Life Insurance policy is a permanent plan that provides coverage for life and cash value accumulation.
Term Life Insurance provides coverage for a set period of time.
A Whole Life Insurance policy is a permanent plan that provides coverage for life and cash value accumulation.
Term Life Insurance provides coverage for a set period of time.
Universal Life Insurance
Universal Life Insurance provides permanent life insurance. With this type of life insurance, the insured person is covered for life as long as the premiums are paid and any policy requirements are fulfilled to maintain the coverage.
Universal Life Insurance combines a savings element (cash value). Once the policyholder passes away, the policy's beneficiary receives the death benefit payment.
Universal Life Insurance combines a savings element (cash value). Once the policyholder passes away, the policy's beneficiary receives the death benefit payment.
Income Protection
Income Protection is a great choice, and an opportunity to provide an income, especially in uncertain times. This is a long-term insurance policy that ensures you have income until you retire, or are out of work and are able to return to work.
There are many affordable options and a lot of conflicting messaging. Even though you can look around on your own, it's a good idea to work with an independent financial advisor for some great advice.
There are many affordable options and a lot of conflicting messaging. Even though you can look around on your own, it's a good idea to work with an independent financial advisor for some great advice.
Final Expense
Final Expense insurance is also known as burial insurance. This is a type of whole life insurance with very affordable premiums that will assist your family with the high cost of burial expenses after you pass.
Mortgage Protection
Mortgage Protection is a type of insurance that will help your family make your monthly mortgage payments if you pass away before the mortgage is paid off.
Tax-Free Retirement
Tax-free retirement gives you a tax-free income base that grows tax-free inside life insurance policies.
Annuities
Bedrock Financial Group would provide a long-term contract for you to invest your money. In return for your investment, you will get regular payments (income) through annuitization or guaranteed lifetime income benefit, risk-free from market exposure.
Investments
Wealth management is more than just investment advice. It encompasses all parts of your financial aspects in life. So instead of attempting to integrate pieces of advice and various products from multiple professionals, you can trust our team, where you are more likely to benefit from our integrated approach.
We offer a broad range of services, including investment advice, estate planning, accounting, retirement, tax services, and more.
We offer a broad range of services, including investment advice, estate planning, accounting, retirement, tax services, and more.
Retirement Planning
Work with Bedrock Financial Group to help with your retirement. It is never too early or too late to ensure you are able to retire happy and healthy.
College Planning
College is expensive. This is an understatement. There is a way you can save money for your child's educational future.
401K Rollover
You can take the funds from an existing 401K and its fees and move them into another tax-advantaged retirement account you own and control.
Looking for more?
Suppose you are looking for a particular service you do not see on our website. Chances are, we can provide it. Please feel free to call us at 833-905-1060 or set up an in-person appointment.
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