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

President

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

5 Ways Military Buyback Can Help Federal Employees Increase Their Pension and Retirement Income

Key Takeaways Military buyback allows you to convert your prior military service into creditable civilian service, increasing your federal pension.The...

Six Simple Retirement Plan Adjustments Federal Employees Are Making to Improve Savings in 2025

Key Takeaways Small adjustments to your retirement strategy can significantly boost your savings and financial security in 2025.Federal employees have...

5 Things You Should Expect If You’re Planning to Retire Under CSRS in the Next Few Years

Key Takeaways CSRS retirees enjoy a generous pension, but you need to plan for changes in healthcare costs and Social...

How FEGLI Premium Changes Are Forcing Federal Employees to Reevaluate Their Plans

Key Takeaways Rising FEGLI premiums can drastically impact your budget—especially as you near retirement. Regularly reviewing your options is critical...

Why More CSRS Employees Are Rethinking Their Withdrawal Plans in Light of Recent Laws

Key Takeaways Recent legislative changes in 2025 have removed the Windfall Elimination Provision (WEP) penalty for CSRS retirees, prompting many...

3 Common Medicare Enrollment Mistakes That Could End Up Costing You Thousands

Key Takeaways: Failing to enroll in Medicare on time can lead to permanent penalties and higher out-of-pocket costs.Understanding the right...

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.

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