Retirees & Pre-Retirees: Planning for a Secure Future
Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or sticking to a budget. It’s about aligning your wealth to fuel your life and legacy goals and all the financial considerations in between – retirement income, healthcare planning, estate and tax planning, and so much more. Let us help you put your best plan forward so you can live your best life.
Let’s Focus on Your Future: Schedule a Meeting Today
Building Legacies for Multi-generational Families
Achieving financial security for yourself and the generations that come after you, brings estate planning and investing complexities. We help families preserve their wealth through the alignment of their goals and values. We do so by defining family missions and keeping those missions and traditions at the forefront of our advice. We also make financial education for the next generation a priority alongside the simplification of your financial world so that you can get back to enjoying the ones you love and the things you love to do. Together, we can lay the groundwork that allows your legacy to stand the test of time.
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Individuals Going Through Major Life Transitions & Milestones
Life changes. And with major life changes comes the need to adjust your financial picture. We understand life complexities like that of losing a spouse, the birth of a grandchild, going through a divorce or remarriage, or the sale of a business. We partner with you to help create a plan that covers the good and the bad “what ifs” that life can throw your way. We act as your advocate in a time of need and ensure your financial plan and investment strategies are optimized for the present day and your new path forward.
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Wealth Planning for Women Investors
As the largest women-led RIA in the nation, Beacon Pointe champions the financial encouragement of women and next-generation investors, fostering stronger lives and brighter futures. We understand that women generally live longer than men, a key consideration in financial planning. Our holistic planning approach accounts for the additional costs associated with longevity. Specializing in planning for women, we ensure a retirement strategy that is comprehensive and secure, addressing the unique financial challenges and needs women and couples often face. While our approach to financial education has been transformative for countless women worldwide, it has also been instrumental in helping thousands of couples and families achieve their financial goals.
Strategic Planning for Business Owners & Entrepreneurs
We understand that the journey of entrepreneurship, while rewarding, can also be all-consuming. From startup to scale-up, Beacon Pointe Advisors partners with business owners and entrepreneurs for innovative financial management that meets the unique challenges of growing and selling a business. For business owners, many elements must be taken into consideration to devise a thoughtful, strategic wealth plan. From retirement plan management to business valuations, equity considerations, and tax implications, our Beacon Pointe advisory team can ensure you know your options and allow you to make confident and informed decisions about your future. Let us help you protect your family and your business by building a plan that considers your full financial picture.
Financial Solutions for Physicians & Practitioners
Your job is to take care of others. Well, it’s our job to take care of you. At Beacon Pointe, we recognize the steep financial investments made by those pursuing careers in medicine. Our wealth planning services are customized for physicians and practitioners, blending sophisticated debt management strategies with tax planning, asset protection, and retirement planning to support you in meeting your unique financial needs, ambitions, and retirement timeline. Let us help ensure your financial plans are in good health.
Wealth Planning Playbooks for Professional Athletes
Drawing from our team’s extensive experience in collegiate and professional sports, we have firsthand knowledge and experience of the complexities surrounding both collegiate and professional athletes and the need for a strategic plan focused on long-term wealth building. Our team provides financial education and coaching, and the construction of a comprehensive financial plan with a coordinated investment strategy. Our specialized guidance navigates the complexities of various NIL endorsements, sponsorships, tax strategy, and other revenue streams, ensuring that our professional athlete clientele makes well-informed decisions that bolster long-term financial stability. As former athletes ourselves, we thrive at being adaptable, and an ever-changing macroeconomic environment does not scare us. Like all the various sports we’ve played and the adversities we’ve navigated on and off the court, field, arena, and track, we can handle financial complexities for our clients – and help them thrive – in various situations.
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Wealth Planning for Veterans & Military Families
At Beacon Pointe, we hold a steadfast commitment to honoring the valor and sacrifices of our veterans every single day because, at our firm, every day is Veterans Day. Beacon Pointe was one of the original five RIA partner firms selected by Charles Schwab and USAA to serve veterans and their families. We offer specialized wealth planning services tailored specifically to the needs of the military – from retirement planning and benefits optimization to estate management. Our comprehensive strategies ensure our nation’s heroes receive the support they deserve in safeguarding their financial future.
Financial Planning for LGBTQIA+ Couples & Families
Unique planning strategies can be critical to protecting same-sex couples and parents. We can help with proper planning and navigating the estate documents that need to be put in place to protect your life and your legacy wishes. Our seasoned advisors are here to guide you through every financial decision with empathy and precision.
Family Offices
Significant wealth is built by hard work, dedication, and accomplishment, and our role is to help ensure that your wealth will last you and your family for generations to come. At Beacon Pointe, we have a long and well-established history of working with ultra-high-net-worth families, providing an elevated service experience that the sophistication of these assets, family governance, and business dynamics require. We aspire to serve as an extension of your family and our commitment goes beyond conventional financial management to create a personalized family office experience tailored exclusively to you and your family’s needs. We assist with Complex Planning and Estate Needs, Asset Management, Liability Management, Risk Management, Lifestyle Management, Reporting and Recordkeeping, Family Governance and Education, and much, much more.
Retirement Plan Sponsor Services
We work with a diverse array of plan sponsors, practitioners, and organizations to understand all aspects of each unique retirement plan, convey knowledgeable guidance, and provide exceptional services. We focus on maximizing plan effectiveness through cost-efficient strategies, improved plan participation, and enhanced investment options that cater to the diverse needs of plans and their participants. As an ERISA fiduciary, Beacon Pointe can act as a 3(21) or 3(38) investment advisor and can support the following retirement plan options including: 401(k), 403(b), Non-Qualified Deferred Compensation Plans (including 457 Plans), Profit Sharing Plans, and Defined Benefit Plans.
Institutional Consulting Services
As an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to a diverse group of institutional clientele, the Beacon Pointe Institutional Consulting Group acts as a proactive partner and an extension of your internal staff. We partner with institutional clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity, or through a hybrid approach. We also specialize in policy development, cash flow and strategic planning, the alignment of investment objectives with well-constructed portfolios, as well as other mission-critical efforts and value services such as non-profit fundraising best practices and financial education.
