Planned and Purpose Driven
Retire smarter. Live life on your terms. Leave a legacy
We focus on nurturing long-term relationships rather than pushing products. Our clients enjoy a relaxed atmosphere of working together over-time to develop and implement custom-fit financial strategies. We earn our customer’s loyalty and trust by our consistent commitment to the four C's: Competence, Communication, Compassion, and Candor.
We believe in fair and transparent fees that are commensurate with the extreme value we provide our clients. For qualified clients meeting account minimums, we charge on a simple fee-only basis, based upon the market value of your investments. Rarely, insurance-based solutions may be recommended, and commissions are paid by the issuing company.
We are ethically committed to putting our client’s best interests first. As Investment Advisor Representatives and an Independent Registered Investment Advisory Firm, we are bound to act in our clients’ best interest. The fiduciary standard is much higher than the duty usually owed by broker-dealers and insurance agents who generally must adhere to the suitability standard. The latter requires only an appropriate product, not necessarily the most beneficial one for the client.
Our loyalty is to our clients only. We are not owned nor influenced by an insurance company, a bank or a wall street firm. With the freedom to choose, we have aligned with GeoWealth. As a $13 billion turnkey asset management platform, GeoWealth offers access to professionally managed investment portfolios and continuous support and reporting. In addition, we have chosen Charles Schwab to act as our custodian for securely holding client assets.
We prioritize liquidity and flexibility in our money management approach, achieved through the use of Exchange-Traded Funds (ETFs). While some insurance-based products might have contracts, with ETF investments, our clients are not tied down by long-term commitments or upfront ‘load’ fees. Instead, we strive to earn their loyalty every month through exceptional service.
Clarity of Finances
Clarity of Finances
We strive to eliminate the unknowns when it comes to our client’s finances. We unravel the details of their current financial situation before collaborating on next steps. We clearly communicate and simplify of complex data reports to ensure a thorough understanding of their finances and our recommended strategies. We provide the clarity so they always know exactly where they stand, where their investments are located, how much they have, and where they’re headed.
Schedule An Introductory Call with McBeath
We realize that there can be questions and concerns regarding investments, especially during transitionary periods of life. We invite you to take the first step toward a clearer financial future. Schedule your complimentary 20-minute phone call so we can meet you and learn more about your needs and concerns.