Prior to someone becoming a client, we put together an evaluation based on current assets, liabilities, income and goals with suggestions and recommendations, in writing, regarding steps that can be taken to help improve his/her financial situation and accomplish his/her financial goals.
We do not charge fees for an initial visit or for putting together the financial evaluation.
Fill out the above form or call
to make an appointment for your
FREE Initial visit and evaluation
Financial Planners serving Northwest Arkansas -
Bella Vista - Bentonville - Rogers - Springdale - Fayetteville - Fort Smith
Beale, Lee & Associates - 411 Town Center East - Bella Vista, AR 72714 -
(479) 876-2869 (office)
Investment Advisory services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor
