At this point, most of you will have some type of retirement plan in place. If it is a 401K from your employer or a pension plan for your government based career, you likely started thinking of retirement when you got that first paycheck. Now, as you are nearing the actual time of retirement, there are many things to review in order to have a smooth financial ride as you start to use your nest egg.
Investment Retirement Planning
All investment retirement planning starts with what you have in place today. We will assess your current financial situation and then set in place a plan to allow for cash liquidity when you need it. We will protect the principal that is your foundation and manage the risk to match your lifestyle and goals. This is accomplished with a meeting with our expert staff at Beacon.
Retirement Planning Courses
Like many things in life, they are more comfortable when we know what we are doing. At Beacon we are excited to share with you the knowledge that we have regarding financial planning for your retirement. Please see our schedule for the next class where you can learn the language and strategy of retirement planning for yourself.
At Beacon, we know retirement does not take one day, and neither does planning for it. We will assess your current situation through investigation, recommend a plan of action, implement this plan and then review on regular intervals as needed. This allows you to adjust for life’s many changes. Call us to get your retirement on track today!
Our Focus is on You
Through our partnership with you, our team delivers comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.
Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. We seamlessly coordinate the many components of your wealth management plan and are committed to providing financial clarity, solutions, and service that allow you to focus on the things you care about most. One of our greatest strengths is the collaborative team of specialists that we have assembled to serve and support each client. We truly enjoy helping people make smart financial decisions and look forward to learning more about you, your priorities, and your goals.
We are your single point of contact for all of your financial matters.
A Strong Network
Simplicity Wealth is a SEC Registered Investment Advisor that provides institutional portfolio management, investment research, and trading services through deep integrations with select advisory practices. Collectively, we oversee an intentionally crafted collection of investment strategies which are carefully selected based on your specific needs and goals. On an ongoing basis, extensive research processes are implemented to re-evaluate the asset selection, asset allocation, and fund managers for each investment strategy.
Our Team of Experts is an established network of professional advisors that provide extensive expertise and seamless coordination across all aspects of your financial life. This may include tax preparers, estate planning attorneys, healthcare specialists, business consultants, bankers and lenders, as well as various other specialists.
We partner with Independent Custodians to provide asset custody and safekeeping services which creates a critical barrier between your funds and any outside party or advisor. The custodian provides you with periodic statements, executes trades, and collects all interest and dividend income owed to you.
A diverse group of globally-recognized Investment Managers are used within each portfolio allocation. The Investment Team “manages the managers,” conducting regular and extensive due diligence, investment research, and rebalancing. The investment managers are carefully selected to maintain an allocation in accordance with the stated portfolio objective. Each financial institution represented in the portfolios offers a distinct investment management team and specialty. This introduces an additional layer of oversight and management within your portfolio.
Credentials & Affiliations
Our diverse team diligently seeks to understand new methods of helping you as the financial services landscape evolves. Through our exclusive subadvisory relationships, your portfolio will be constructed, managed, and monitored by financial professionals that are affiliated with some of the industry’s most prestigious organizations and that hold some of the industry’s most regarded designations.
We are committed to industry best practices through continued education and professional development.
We serve as a fiduciary at all times and for all aspects of our relationship. Although our recommendations need to be suitable for your situation, we are held to a higher standard and must always act in your best interests.
We typically are not compensated by commissions but rather, we charge a fee for our services. We strive to remove any conflicts of interest and provide the best advice possible regardless of compensation.
We diligently serve as your comprehensive financial planner with clearly-defined and easy-to-understand responsibilities.
We bring an independent perspective to help avoid emotionally driven financial decisions.
We are not owned by any other entity and seek to implement the best possible solutions for our clients.
We help you anticipate and prepare for the evolution of your financial plan including even those unanticipated transitions.
We will help bring order and simplification to your financial life.
We work collectively with you, not just for you.
We will help you follow through on your financial plan, decisions, and commitments.
We are responsible for finding the strategies and insight needed to help your financial plan succeed.