The Convergence of Health Care and Financial Planning
Health care needs during retirement will create a tremendous emotional and financial impact on your clients' lives.
Are you, as a Financial Advisor, equipped to provide guidance and advice in this critical area?
Advisors have a unique opportunity to build trust and cement client relationships across multiple generations by addressing this topic.
Bedrock is here to equip you
Our Services
Speaking Engagements
Since 2012, Peter has focused on educating financial advisors and consumers on health care challenges during retirement, equipping them to find solutions. An author and sought after speaker, Peter makes navigating through a complex and ever-changing health care landscape comprehensible to all.
Medicare Client Consultation
Receive a clear, objective explanation of Medicare coverage including:
Building optimal health care coverage.
Properly timing your Medicare enrollment
Strategies to estimate and manage costs
Advice on Employer
Health Benefits
Is it possible to lower health plan costs while simplifying and improving employer benefits?
As a parter in Incenta™ LLC, Peter and the Incenta team are lowering costs and transforming the world of employer health benefits.
Book Resource
Purchase the
2025 Edition of
Top of the First
About Us
Peter Stahl, CFP®
President
Bedrock Business Results, LLC
Peter has more than 30 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has delivered training and resources to financial advisors and their clients across the United States and internationally.