Alternative Investments

Alternative Investments

At Bedrock Financial Planning, we understand that traditional real estate investments are not always the best fit for every investor. Alternative real estate investments offer unique opportunities for diversification and growth beyond conventional property ownership. Our services are designed to help you explore and evaluate these alternative options to align with your financial goals and risk tolerance.


We provide guidance on various alternative real estate investments, including Real Estate Investment Trusts (REITs), real estate crowdfunding, and private real estate funds. These investment vehicles offer different benefits, such as lower capital requirements, potential for high returns, and the ability to invest in a diversified portfolio of properties. Our team helps you understand the risks and rewards associated with each option, ensuring you make informed decisions that complement your overall investment strategy and financial objectives.

OUR MISSION

At Bedrock Financial Planning, my mission is to empower individuals, especially women, to take control of their financial futures. I am passionate about teaching money principles that foster financial independence and generational wealth. My goal is to educate my clients step-by-step, providing them with the tools and knowledge they need to build a life they love.

Why Choose Us?

At Bedrock Financial Planning, we are dedicated to helping you create a solid college planning strategy tailored to your unique needs and goals. Our experienced advisors provide personalized, actionable advice and ongoing support throughout the entire process. We use the latest tools and technologies to ensure your college savings grow efficiently and your financial plan remains on track.

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