Fee Only Spotlight Kate Arndt, CFP Ⓡ - Bedel Financial and BC Brokerage
This video is about Fee Only Spotlight Kate Arndt CFP Ⓡ - Bedel Financial and BC Brokerage As a financial planner, Kate Arndt's primary focus is to provide technical support throughout the planning process that will ultimately serve as the foundation of the clients’ clear and comprehensive financial picture. Running analyses and preparing projections, as well as researching and staying up-to-date on important financial information are all instrumental aspects of this role.
Bedel Financial Consulting, Inc. was founded in 1989 and has provided confidence and clarity to clients' financial situation for over twenty-five years. The firm provides fee-only financial planning and investment management services to individuals and families; and investment management and oversight for institutional investment portfolios and charitable endowments. The firm manages nearly $1 billion in assets, and is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com.