Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Jeff Boettcher

Independent Licensed Agent

Scottsdale, Arizona
5.00
Platinum

More About Jeff Boettcher

For over 20 years, Jeff Boettcher has helped his clients grow and protect their retirement savings. "each time I work with my clients, I'm building their future, and there are few things that are more important to a family than a stable financial foundation." Jeff is known for his ability to make the complex simple while helping navigate his clients through the challenges of making the right investment decisions. When asked what he is most passionate about professionally, his answer was true to character, "Helping my clients – I love being able to solve their problems. People are rightfully concerned about their retirement income, when they can retire, how to maximize their financial safety and future income." Jeff started Bedrock Investment Advisors for clients who value a close working relationship with their advisors. A Michigan native, Jeff grew up playing sports throughout high school and into college. While Jeff is still an 'aging' athlete, Jeff will take more swings on the golf course than miles running these days. He creates family time, often with weekly excursions to play golf, a hobby he shares with his three young children.

More Articles by Jeff Boettcher

Divorce and Your Federal Retirement Benefits—Here’s What You Need to Know Before Things Get Messy

Key Takeaways: Divorce can impact your federal retirement benefits, including your pension, Thrift Savings Plan (TSP), and even life insurance....

Federal Workers, Here’s How to Manage Your TSP for a More Comfortable Retirement

Key Takeaways Your TSP strategy can make a significant difference in your retirement comfort—smart management now helps you get the...

FEDVIP Benefits Are Changing—Here’s What’s in Store for Your Teeth and Eyes in 2024

Key Takeaways With new FEDVIP updates for 2024, it’s important to understand how these changes could impact your out-of-pocket costs...

Tax Advantages of a Roth IRA: What and Why You Should Know

Key Takeaways Understanding the tax advantages of a Roth IRA can help you make informed decisions about your retirement savings.This...

How Can I Make the Most of the Opportunities that Social Security Presents to Me and Maximize my Benefits?

When discussing the benefits that come from Social Security, there are a variety of different factors that need to be...

Health Insurers Are Already Looking To Expand Medicare Advantage In 2023 Despite Criticism

Despite unstable financial markets and criticism of some business practices, health insurers are already taking steps to increase their Medicare...

Jeff Boettcher Disclosure:

Investment advisory services are offered through BWM Advisory, LLC (BWM). BWM is registered as an Investment Advisor located in Scottsdale, Arizona, and only conducts business in states where it is properly licensed, notice has been filed, or is excluded from notice filing requirements. This information is not a complete analysis of the topic(s) discussed, is general in nature, and is not personalized investment advice. Nothing in this article is intended to be investment advice. There are risks involved with investing which may include (but are not limited to) market fluctuations and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making any investment decision. You should consult a professional tax or investment advisor regarding tax and investment implications before taking any investment actions or implementing any investment strategies.

Subscribe to our Newsletter

Leave a Review for Jeff Boettcher

We greatly value your experience with our agents! If you’ve had a positive interaction and exceptional service, we would appreciate your feedback. Your input is instrumental in our commitment to delivering professional excellence.

"*" indicates required fields

Our Readers Deserve The Best PSHB and USPS Health Benefits Guidance

Licensed insurance agents who understand PSHB, Medicare, and USPS Health Benefits Plan are encouraged to apply for a free listing.

This field is for validation purposes and should be left unchanged.

Book Phone Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Get In Touch

Stay up to date on the latest information about Public Sector Retirement.

The Best Advice Creates The Best