Financial Planning
& Investment Services

The Bedminster Group provides comprehensive fee-based wealth management services to individuals, families, and foundations.

 

Income Planning

Individuals who have spent years accumulating investments are often without experience in the strategies and methods of withdrawing income from their portfolio over a long period of time and in uncertain economic conditions. The Bedminster Group uses asset allocation modeling, probability study and the most sophisticated quantitative analysis techniques available to assist our clients in knowing how much to spend, preparing for future expenses, and dealing with uncertainty.

An effective strategy must:

  • Increase with inflation
  • Support a comfortable lifestyle
  • Be consistent with life expectancy and variable markets
  • Fit in with estate planning and gifting considerations
  • Mesh seamlessly with investment strategy
  • Make provision for emergency

IRA Investment & Distributions

Investment and distribution strategies for owners of IRAs, 403(b)s, 401(k)s, annuities and other types of tax-sheltered accounts are important to our clients.  Our "Top Ten IRA Strategies" and "One Hundred Year IRA" workshops are among the best known educational series in South Carolina on IRA issues for investors. 

Our approach typically includes:

  • Written investment plan
  • Allocation between IRA and non-IRA assets
  • Roth IRA analysis
  • Beneficiary planning and designations
  • Stretch and multi-generational IRAs
  • IRA assets in estate planning

Portfolio Management

The Bedminster Group has been one of the premier investment advisors in the Lowcountry for over a decade; our advisors have managed client funds for over 20 years, and bring experience, certification, and a wealth of background in the investment arena to our clients. We base our investment and financial counsel on a client centered discipline that combines modern portfolio theory and global asset allocation, a method that is extremely cost effective and well suited for individual investors.We implement our clients’ strategy with index funds, cash equivalents and individual bonds and fixed income investments.

Wealth Preservation

Preserving investments and other assets for future generations encompasses basic and advanced estate and financial planning, appropriate beneficiary designations, charitable and family gifting, and the skill and experience in applying all of these techniques in the real world, to individual families and their unique situations.


Educational Workshops

The Bedminster Group is committed to client education. We teach a continuing series of investment and financial workshops to our clients and the Bluffton & Hilton Head Island community, including  “The 100 Year IRA”, “Top Ten IRA Strategies”, “Investment Planning for the Surviving Spouse”, and “Smart Women and their Money.” Our workshops are sponsored by community groups and organizations including American Association of University Women, Technical College of the Low Country, and the Beaufort County Public Library.

All Bedminster Group Workshops are free and open to the public by reservation.
Please call 843-705-5544 for more information.

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