beechin’s consulting services are designed to provde you with an in-depth analysis of your financial situation and arm you with the necessary tools to take control of your financial success!  Why would you pay a financial planner monthly commissions to take control of your money and make decisions that you don’t understand?  Our philosophy is to provide you with all the information and help you understand the “why” in making decisions.  Here are some services that we offer:

Complete Finanacial Analysis
Personalized in-depth analysis of your broad financial health
Incorporate all facets of your finances (Assets/Investments/Retirement/Debt)

Personal Balance Sheet
Create personalized balance sheet to help you meet monthly commitments
Organize monthly finances and create detailed view of assets and expenses
Advice on setting up recurring transfers for investments, bills and other funds

Investment Portfolio Analysis
Recommend best portfolio asset allocation for your age, risk and goals
Recommend certain funds or types of funds in line with above allocation
Provide fundamental analysis of current stocks

Financial Account Analysis
Analysis of financial accounts and proposed set up
Advice on setting up checking or savings accounts and debit/credit cards
Advice on setting up an emergency fund

Debt Management
Detailed recommended course of action for getting out of debt
Steps and tips to raise credit score
Advice on managing credit card debt

Retirement Account Management
Analyze retirement accounts
Analyze goals, decide best avenue of investing
Help set up Roth or Traditional IRA

Short/Long Term Goals
Analyze short or long term goals (Automobile Buying/College Tuition)
Advice on best path for acheiving goals

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We give you the best recommendations to that are in line with your future goals.  But more importantly, our consulting is designed to help you understand and be able to start managing your finances properly. 

 

 

 

To contact us, email us here