Bedford Gary Cima ChFC

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Bedford Gary Cima ChFC

Income Tax
CLU® designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. http://www.theamericancollege.edu/academics/adv-descriptions

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Extra Phones: TollFree: (800) 499-8101
Payment method: amex, cash, discover, master card, visa
AKA: Gary S. Bedford, Cima, Chfc, Ma Bedford Wealth Advisors
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investment Securities, Investments, Retirement Planning Services, Stock & Bond Brokers

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Phone: (303) 499-8800

Address: 7850 Edelweiss Ct, Boulder, CO 80303

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Bedford Gary Cima ChFC

Income Tax
CLU® designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. http://www.theamericancollege.edu/academics/adv-descriptions

Investment Management
The cornerstone of IMI is the Certified Investment Management Analyst® certification. The CIMA®certification reflects experience, education, examination, and ethical standards. Those who have earned the CIMA® certification have at least three years of experience in financial services, have passed an extensive background check, have completed a demanding two-step, graduate-level program of study, and have passed a comprehensive examination.
Bonds
Wealth Management
Investments and Wealth Institute (formerly Investment Management Consultants Association,, "IMCA")) was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMI sets the standard and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients. For more information, go to their website.

Financial Planning
Society Web site - Consumers who log on to www.financialpro.org will find a wealth of information that can help them with their own financial planning issues or educate them about the Society and the financial service profession. Visitors to the site may read feature articles on a number of insurance and life-planning topics, explore a career in financial services, find out how to earn a professional financial service credential or send a message to the Society requesting additional information.
Retirement Planning
The ChFC® designation currently requires nine college-level courses. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. http://www.theamericancollege.edu/academics/adv-descriptions
Annuities
Long Term Care
Society members can provide consumers highest level of ethical assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.
Asset Management
Bedford Wealth Advisors has been partnered with Eqis Capital for nearly ten years – it’s our primary asset management platform.
Asset Protection
What risk planning do you have in place – health and natural disaster...investment risk (market volatility)...estate and legal risks (medical powers, asset protection)...information security risk...?

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