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About BEEKMAN FINANCIAL PLANNING LLC
BEEKMAN FINANCIAL PLANNING LLC is a reputable financial planning firm located in the heart of the city. With a team of experienced advisors and financial experts, BEEKMAN strives to provide comprehensive financial planning services to individuals, families, and businesses.
Led by a team of dedicated professionals, BEEKMAN offers personalized solutions tailored to each client’s specific needs and goals. Through careful analysis and strategic planning, BEEKMAN helps clients navigate the complex world of finance and make informed decisions for their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Uses a strategic approach to help clients achieve their financial goals
- Offers comprehensive solutions for individuals, families, and businesses
- Manages assets and investments for long-term growth
- Provides ongoing support and guidance for financial decisions
Facts and Insights
At BEEKMAN FINANCIAL PLANNING LLC, we believe in transparency and accountability. As such, we would like to share some facts and insights about our firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
BEEKMAN FINANCIAL PLANNING LLC offers a wide range of financial services to meet the diverse needs of our clients. These services include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Social security planning
- Business succession planning
Client Types
Our services are designed to cater to individuals, families, and businesses. We understand that each client has unique financial goals, and we work closely with them to develop a customized plan that aligns with their objectives.
Fees & Compensation
At BEEKMAN FINANCIAL PLANNING LLC, we believe in fair and transparent pricing. Our fees are based on a percentage of assets under management, ensuring that our interests are aligned with our clients’ financial success. We do not charge any commissions, and there are no hidden fees.
Background
BEEKMAN FINANCIAL PLANNING LLC was founded in 2010 by John Beekman, a highly experienced financial advisor and Certified Financial Planner (CFP). Since its inception, the firm has been committed to providing top-notch financial planning services and building lasting relationships with clients.
Financial Advisor Disclosures to Know
When it comes to financial planning, it’s essential to work with a trustworthy and reputable advisor. At BEEKMAN FINANCIAL PLANNING LLC, we aim to maintain the highest standards of professionalism and integrity. As part of our commitment to transparency, we want to inform our clients about any potential disclosures:
- No criminal or civil actions have been taken against any of our advisors
- No regulatory sanctions have been imposed against any of our advisors
- No customer complaints have been filed against any of our advisors
- No bankruptcies have been filed by any of our advisors