Jeff Boettcher

Jeff Boettcher

Jeff Boettcher has spent nearly two decades helping families grow and protect their retirement savings. Graduating from Miami University in Oxford, Ohio, Mr. Boettcher began his career at the Chicago Mercantile Exchange, working with Currency Futures and Derivatives. Recognizing that rapid advances in technology were quickly reshaping the financial services industry, Mr. Boettcher chose to direct his career toward helping clients manage their investments and estate plans.  As Mr. Boettcher’s business and clientele rapidly expanded he worked with several large investment firms and independent broker-dealers.  With Mr. Boettcher’s experiences and as a top-producer at each of the firms he worked for, Mr. Boettcher created Bedrock Investment Advisors and BWM Advisory, LLC.  Providing objective advice and counsel to clients who value a close working relationship with their primary financial advisor.

Jeff Boettcher’s specializes in;

  • Federal and Postal Retirement needs
  • Small Business owner retirement planning
  • Estate Planning, and
  • Insurance and Annuity Risk Management Strategies.

To Contact Jeff Boettcher you can visit

www.BedrockIA.com, or

call 800-779-4183.

More about Jeff Boettcher

Understanding the Federal Employees Retirement System by Jeff Boettcher

Understanding the Federal Employees Retirement System by Jeff Boettcher

Retirement benefits expert Jeff Boettcher gives an in-depth explanation of the Federal Employees Retirement System (FERS).

Proper Retirement Account Funding Strategies by Jeff Boettcher

Proper Retirement Account Funding Strategies by Jeff Boettcher

Jeff Boettcher talks about the importance of retirement account funding strategies and information about traditional IRAs and Roth IRAs.

Figuring Out Your Federal Retirement Annuity by Jeff Boettcher

Figuring Out Your Federal Retirement Annuity by Jeff Boettcher

Jeff Boettcher explains how to figure out your Federal Retirement Annuity.

 

Disclosure. All opinions represent the judgment of the author on the date of the post and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell any of the investments discussed. Legal and tax information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. BWM Advisory, LLC reserves the right to edit blog entries and delete those that contain offensive or inappropriate language. Content will also be deleted that potentially violates securities laws and regulations. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. All investment strategies have the potential for profit or loss. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. BWM Advisory, LLC is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.