One size doesn't fit all; so we work with clients in multiple ways.

Financial planning has changed a lot in the last 26 years, and the old typical way of financial planning hasn't worked effeciently. While better than nothing, it can give people a false sense of security because it is ultimately based on many half-truths and faulty or unknown assumptions.

Our approach is different, perhaps even revolutionary, to some. We call it “Prosperity Economics,” and it’s a model for building safe, sustainable wealth, as well as strategies to help protect that wealth in the worst case scenarios, such as nursing homes (LTC) and market downturns.

Prosperity Economics maximizes what you have, minimizes taxes (not just now, but in the future), and keeps money in your control. It focuses on cash flow, income and accumulation and it protects wealth rather than subjecting it to constant risk.

We do a lot of things differently at Beecham Financial Services. We don’t want to “manage your assets” or use your money to speculate what the market or the economy might do. We DO want to empower YOU to:
  •   Take back control of your money from a financial industry that often doesn’t have your best interests in mind.
  •  Think differently about wealth by learning to apply the 7 Principles of Prosperity to your finances and your life.
  •  Establish your financial foundation by storing cash in safe, tax-advantaged accounts that earn a respectable return.
  • Build your net worth in reliable investment vehicles and alternative vehicles shielded from stock market risk.
  • Grow your cash flow while minimizing associated taxes and fees.
  • Discover strategies to “live long and prosper” without ever worrying about running out of money.