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Financial planning and tax planning strategies that are designed to help protect your needs now while helping you plan for the future.
Time is your greatest asset when it comes to saving for the future.
The percentage of retirement accounts (401k, IRAs) that comprise high-net-worth clients’ wealth.
The number of Americans who still need an estate plan.
The percentage of entrepreneurs who have no retirement savings plan for themselves.
The estimated four-year cost to attend a public university in 2030.
1: https://www.cnbc.com/select/retirement-accounts-make-up-over-half-of-hnwi-wealth/ 2: https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html 3: https://www.score.org/resource/infographic/infographic-small-business-retirement-investing-your-future#:~:text=Did%20you%20know%20that%2034,retirement%20benefits%20to%20their%20employees 4: https://money.usnews.com/loans/student-loans/articles/how-much-will-you-need-to-send-your-child-to-college-in-2030,
“Look before, or you’ll find yourself behind.”
- Benjamin Franklin
"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."
- Suze Orman
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
You know it’s time to get serious about your retirement planning; you’re saving and have a general plan, but now it’s time to focus.
At C. Beach Brown, our clients are at the top of their fields and know what it takes to get ahead. They know that careful planning can often make the difference between a positive outcome and an unknown future. They also know when to outsource tasks to a professional who might take them to the next level.
If you’re thinking it’s time to up-level your financial planning, starting now can make all the difference.
Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.
Discover an array of services for all your financial needs.
C. Beach Brown applies systematic, disciplined, and deeply researched methods to selecting and re-evaluating investment options that suit your risk level and are designed to pursue your needs.
We incorporate education funding into your comprehensive financial plan by creating a timeline, evaluating the expenses, and discussing your funding options.
We can coordinate with your estate planning attorney to help you understand the complete picture of what happens to your assets after you’re gone.
When it comes to cutting back on your 401(k), it’s often based on an emotional decision; we think we see a problem and often react before getting the facts.
Unfortunately, there are several things I see people doing over and over again. And, really, these are fixable things that could make a big impact on your future.
Unfortunately, we know that 80% of all inheritances are spent within ten years; this is an alarming number and would have many people turning in their graves.