It starts with you.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

So what are the steps?

 

1. Get to Know You

  • We listen to your story and understand your financial situation
  • Answer your questions about Beasley Wealth Management Financial and our core values
  • Lay the path for moving forward

 

2. Understand Your Goals

  • Learn what matters most to you (retirement, education, business, etc.)
  • Assess your risk tolerance
  • Discuss potential solutions for your specific financial situation

 

3. Create a Plan

  • Create your long term financial road map
  • Recommend portfolio allocations
  • Educate you and ensure you’re confident in your investment strategy
  • Review your holistic financial picture & make adjustments if necessary

 

4. Implement

  • Transition any existing accounts from other locations
  • Build your diversified investment portfolio
  • Provide online access to Account View  and other resources

 

5. Manage

  • Ongoing portfolio monitoring and management
  • Periodic reviews throughout the year
  • Provide strategic recommendations when making large financial decisions (large purchases, tuition, tax implications, etc.)

Contact us today to see how a financially sound plan may bring you closer to your goals.