At Beale, Lee and Associates we offer a wide range of products and services to assist you in crafting a sound financial strategy.
Ask yourself these questions:
- Can I continue my present standard of living into and through my retirement years?
- When can I retire without running out of money?
- How could my situation change during turbulent economic times?
- How would it affect my family if I die prematurely?
- How would it affect my family if I enter a nursing facility?
We have access to a host of companies and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy. As an added value, we also collaborate with local accontants, estate planning attorneys and other professionals, helping to simplify matters and provide you access to holistic financial services with one simple call.
We provide strategies and financial products that can help:
- Fund and facilitate Charitable Remainder Trusts
- Protect income and assets from the unexpected
- Reduce and avoid income taxes and estate taxes (including taxes on Social Security income)
- Reduce or avoid fees and expenses on investment accounts
- Avoid the cost, hassle and delay of probate
- Provide stability and opportunities for growth
- Create guaranteed retirement income you cannot outlive