Retirees

This is usually the first question we ask when we meet you.  What are your goals and what are you worried about? 

We help our clients make smart choices so they can retire with confidence.

We have helped hundreds of families retire with confidence and peace of mind.  Our first priority is helping you take care of yourself and your family.   

Comprehensive Financial Planning

Beacon Pointe works closely with clients to help them develop a clear understanding of their finances and reasonable expectations for their financial futures. This work helps set a path to achieving their goals, simplifying their financial lives and allowing them to make smart choices through informed decisions.  The goal for our clients: confidence.

Areas of Planning Focus

• Wealth and Retirement
• Estate and Tax Strategy
• Insurance Review
• Risk Assessment

• Charitable Giving
• Education Planning
• Life Transitions
• Generational Wealth Transfers and Legacies