1410 Forest Drive
01. About UsWe are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our PhilosophyAs a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our ProcessA strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
The Network Effect
Financial PlanningOur team uses a top-down approach to develop your plan. We scrutinize your situation regularly, examining your plan to uncover any potential obstacles that would prevent you from pursuing the future you envision. To help organize, evaluate, and simplify everything for you, we use eMoney Wealth Manger from eMoney Advisor. Wealth Manager allows us to aggregate all your accounts to see your full financial picture.
Investment ManagementAs an advisory representative of Lincoln Financial Securities, 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. Depending on your specific financial needs, we may consider managed money, mutual funds, unit investment trusts, variable annuities, alternative investments, equity indexed annuities, and cash management strategies to help you pursue your goals.
Retirement PlanningBefore you embark on your retirement journey, it’s important to have a plan in place. We’ll work with you throughout your transition into retirement to understand your financial goals, lifestyle, and plan for income. Your plan doesn’t stop there – we continue to meet with our clients after retirement, to review plans and investments, and help stay focused on their retirement goals.