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Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your retirement planning goals.

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Helping You Plan For Retirement

Our Story

I got started in the financial services industry in 1976. Most of my career was spent recruiting, training and managing financial advisors. In 2003 I retired and became the Business Manager at our church. As part of my role there, I put together and taught a class called Managing Money God’s Way. The goal of the class was to educate our congregation and surrounding community members on the importance of preparing for retirement.

All too often we hear stories of loved ones not saving enough during those accumulation years, or taking Social Security too early, not budgeting properly for the early years of retirement and so on. It broke my heart when people close to, or in retirement, came through my class ill-prepared for that phase of life. As the class became more popular, I kept experiencing this overwhelming feeling of wanting to do more, help more people. So, in 2007 I decided to form my own firm, Bethel Retirement Planning, to help families plan for their retirement years.

My story is simple but my mission is grand. I believe that serving others is the greatest gift I can give and if I’m able to just help one family gain peace of mind in retirement, then I’ve done exactly what I set out to do.

Dan C. Bethel, ChFEBC®, FLMI, LUTCF, MBA

Why Bethel Retirement Planning?

With more than 42 years of industry experience, Dan Bethel, president and founder of Bethel Retirement Planning knows the value of longevity. Dan strives to serve clients with the most modern and updated products, and is dedicated to doing what it takes to steward their wealth in the most respectful way possible.

Dan has devoted his working career to using his talents to serve others through financial
services, and to do so, has earned his Series 7 and Series 63 certifications, as well as the more prestigious designations of Fellow of the Life Management Institute (FLMI), Life Underwriter Training Council Fellow (LUTCF®), Chartered Federal Employee Benefit Consultant (ChFEBC) and Master of Business Administration (MBA).

It is his belief that these designations and certifications make him better able to take care of anyone who walks through his doors in whatever way he can; be it financially or personally.

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Services

Our diverse offerings help us to create a personalized plan for you.

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Process

Our pathway to success allows our clients to sleep better at night.

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Consultation

Our comprehensive financial review has three distinct benefits.

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Events

Knowledge is power. Register for an upcoming event near you.

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