Phone: 203-966-5138
Toll Free: 800 799-1102
e-mail
Securities and Investment Advisory Services Through H. Beck, Inc. Member, FINRA & SIPC

This information is provided for residents of the States in which our representatives are currently registered (AK, AZ, CA, CT, DC, FL, MA, MO, ME, MI, NJ, NY, PA, RI, WA )

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Financial Planning...

 

What is Financial Planning?
Why is Financial Planning important?
What can we help you with?
Is there a benefit to using an independent
financial planner vs. a large financial institution?
How do you charge?
Investment Philosophy?
How do I start?

What is Financial Planning?
Financial planning is a comprehensive process for setting and meeting financial goals.
We believe it is important for each of our clients to have a  Financial Plan.

Why is Financial Planning important?
Why leave your financial success to chance? You wouldn't build a house without a plan, or
take a trip without a map, right? Your financial well-being is far too important a topic. You should
always have a handle on where you are and where you are going. Otherwise your chances of getting there on time are always in question.

How can we Help You?
Although we have a comprehensive financial planning practice, we have several areas of specialty:

  • Investments
  • Retirement Planning
  • Estate Planning
  • Divorce
  • College Planning
  • Elder Planning
  • Insurance
  • Pension Design for Professionals and Businesses

Is there a benefit to using an independent financial planner vs. a financial institution?
We feel that one of the most important things for our clients is to feel that the advice they get is 100% objective and has YOUR BEST INTERESTS FIRST. We take our direction only from you. And... as we need, we draw resources from some of the most prominent financial institutions and money managers in the world to further our client's goals.

How do you charge?
We have fee based and commission based arrangements available. We can also work on an hourly and/or project basis where appropriate.

Investment Philosophy?
Our focus is to conservatively build and retain wealth through disciplined investing. Wealth building is a combination of sound money management and making the most efficient use of your resources.

How do I start?
The first step is to contact us and meet with one of our Financial Planners.  We do not charge for an initial consultation so there is no obligation until you have decided that our Financial Planning process is right for you.  We look forward to hearing from you.

Questions? Click here...