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Our Services

As a comprehensive and holistic financial planning firm, we offer a wide range of services to meet your financial needs:

Each client has a unique set of financial circumstances and corresponding investment objectives. At Beane Financial Consulting, we provide myriad financial planning services to meet each of those individual needs. As an independent financial planning firm, we have no proprietary products, and as a fiduciary, we only recommend what is in our clients' best interests. Because no two clients are the same, our financial advice and recommendations are as unique as our clients. As a trusted financial professional, we collaborate with our clients' other service providers, including accountants and attorneys, to ensure that all of their planning needs receive the attention they deserve.

If you, or someone you know, is in need of any of the following services, please schedule a consultation with us today.

Individual & Family Services

  • Financial Planning and Investment Management
  • Retirement Planning
  • Family Office and Concierge Services
  • Education Savings
  • Insurance Services
  • Tax Efficient Investing
  • Estate Planning and Trust Investment Services
  • Philanthropic and Charitable Gifting Strategies

Business & Employer Services

  • Retirement Plan design and implementation
  • Third Party Plan Administration
  • Plan Review; Investment and Fee Analysis
  • Participant Education and Enrollment
  • Key Person Insurance and Buy Sell Agreement Insurance
  • Disability Insurance
  • Supplemental Retirement Solutions
    • Executive Bonus Plans, NQDC, and SERP's

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

brian@beanefinancialconsulting.com | (770) 573-7159

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