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
3.50
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

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...

House approves 23 Bill for Defense Spending with 4.6% Raise

According to the National Defense Authorization Act for Fiscal Year 2023, as passed in the House, military personnel would start...

Inflation In 2022 And The 2023 COLA

The yearly Cost-of-Living Adjustment (COLA) is calculated using a federal government index compiled by the Bureau of Labour Statistics (BLS)....

TSP Premature Withdrawal Consequences: Traditional and Roth

The Internal Revenue Code imposes penalties in specific situations, including a ten percent penalty for premature withdrawals from retirement funds....

Social Security and the Offset for Government Pensions

What if you were employed by the government but did not contribute to Social Security while you were employed? In...

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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