We help clients pursue their financial goals through personalized, collaborative financial advising. Here, you're treated as a client of our entire firm, not just an individual advisor. As financial professionals, we are committed to acting in our client's best interest — always. It's our shared commitment to ensure you are heard, understood, and guided toward achieving your goals.

Planning

We believe a good financial plan serves as a framework for achieving your goals. Understanding your overall financial situation will help you make more informed decisions about money. That's where we come in.

​As your financial planning coach, we'll give you actionable advice on managing your budget, creating savings goals, choosing the right insurance coverage, understand tax implications and other important factors that contribute to your financial big picture.

Retirement

How do you picture retirement? For many clients, retirement dreams include paying off the house, travel, funding grandchildren’s education, and other big goals. No matter what your retirement plan includes, it will require thoughtful planning and a sound spending strategy to get you there.

We draw up sensible plans to help you pursue the income you’d like to have at retirement. We teach effective strategies for spending, saving, and withdrawing money, while taking things like taxes, Social Security, and Medicare allocations into account. As your circumstances change over the years, we’ll adjust your investment strategy to make sense for your situation.

Investment Services

Outside of retirement, investments can help you address large financial goals like buying a house, building a business, or funding an education. Every investment should have a purpose and be suitable for your unique situation. We’ll advise the right investment options for your needs based on how much time it’s going to take and how much you want to save.

  • Stocks
  • Bonds
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Annuities
  • 529 qualified tuition plans

Personal Insurance

One of the most important parts of your financial game plan is ensuring the ones you love are taken care of if something happens to you. We offer a wide variety of life, disability, and long-term care insurance plans. We are insurance brokers which means we aren’t affiliated with only one insurance provider. We shop around in an effort to find the best coverage for the best price based on your specific needs.

  • Life
  • Disability
  • Long-term care

Estate Planning*

You’ve worked hard to accomplish goals and provide for your family. Your legacy — what you choose to do with your wealth after you pass — should be carefully planned so your wishes are addressed once you pass. There are many strategies and decisions to make when creating an estate plan. We coordinate with your attorney, CPA and other stakeholders to review your trust documents, aiming to develop a tax-efficient estate or wealth transfer plan, and ensure transferring your wealth will go smoothly.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Beasley Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Your Business

You’ve worked hard to build your business, and we aim to help make the most of your efforts. Whether you are self employed or own a business with many employees, we make planning, providing benefits and saving for the future simple.

  • Group retirement plans
  • Self employment pension plans
  • Succession and owner-exit planning
  • Buy-sell arrangements