What We Do

What We Do

We understand that each individual or business we work with has a different objective they want to achieve. We take an active approach to listening by asking a lot of questions to better understand how to build a custom plan that’s unique to each situation and use our knowledge as financial advisors and tax professionals to help ensure each strategy is tax-efficient. We also design plans that consider your present, as well as the expected situations and possible uncertainties that may show up in the future.

Tax Planning

By leveraging tax and financial advisory experience, Beall Barclay Wealth Management will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens.

Retirement

Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Beall Barclay Wealth Management will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during the time when you reward yourself for years of hard work.

Investment Planning

Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. As life and goals change, your investment strategy may need to change. Beall Barclay Wealth Management will continually review your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

Education

Considering that education costs increase significantly each year, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.

Insurance

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.

Income Protection

Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

Business Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Beall Barclay Wealth Management offers comprehensive support for complex business planning needs.

Estate Planning

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Beall Barclay Wealth Management will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.

Special Situations

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Beall Barclay Wealth Management will guide you through these situations to make sure you are prepared.

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