Beechwood Financial Services - Beechwood Financial Services, LLC

Our passion is helping individuals and families achieve their financial goals despite life’s twists and turns.
How do we save for college and retirement?
I’ve had a job change – how do I handle my old and new 401(k)?
I’m in my 50’s - have I saved enough for retirement?
My spouse passed away – how do I cope financially?
I’ve just received a lump sum – what do I do with it?

Beechwood Financial Services, LLC

Collaborate. Plan. Achieve.

Beechwood Financial Services, LLC is an independent, fee-only financial planning firm based in Verona, New Jersey.

Our passion is helping individuals and families achieve their financial goals despite life’s twists and turns.

Budgeting
We provide you with the tools to track your spending and guide you in developing a budget that keeps you living within your means.
Debt Management
We help you develop a strategy to reduce high interest debt and coach you to use credit wisely.
Insurance Needs Analysis
Your income and assets should be protected. We review your needs to ensure that you have the right insurance policies with the right benefits.
Retirement Planning
We help you set retirement goals based on your needs, wants and wishes and carefully craft a plan to achieve those goals. Our technology allows for ongoing plan monitoring and easy modifications if life should take a twist or turn.
Tax Preparation
Through careful dialogue, we identify all the exemptions, deductions and credits that you are entitled. Your returns are accurate and filed promptly.