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The BEAM Team Approach

The Benefits of A Team Approach

The planning process at BEAM integrates expertise from various disciplines, including investment advisory, accounting, legal and insurance consultation. Advisors with particular knowledge and experience in these areas are consulted as necessary to analyze, develop and implement the comprehensive plan designed for you and your unique personal circumstances. By combining the talents of these professionals, we believe we can offer you the best possible solution for your financial and investment needs.

BEAM advisors are financial professionals with various business backgrounds and professional educations. Our advisors have extensive experience in related fields, such as business, accounting, finance, insurance, investments, employee benefits or financial planning. In addition to having several CERTIFIED FINANCIAL PLANNER® practitioners, among our ranks are FINRA Registered Representatives, a Chartered Life Underwriter (CLU), a Certified Divorce Financial Analyst (CDFA) and a CPA. Equally as important as their credentials, BEAM advisors are talented and caring professionals committed to serving their clients. That commitment is reflected in the long-term, on-going relationships established between BEAM and our clients. BEAM requires continuing education for all professionals engaged in financial counseling or advisory functions.