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Failing to Plan is Planning to Fail.

Financial Planning
Managing your finances in an all-encompassing and purposeful way can be difficult. You may not have the time or expertise to take on the challenge. But without this approach, you may be at risk. You may not have adequate protection for your income or property and you may not achieve your life goals.

Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.

The financial planning process consists of seven steps that help you take a “big picture” look at where you are financially. It includes budgeting, use of credit, insurance, investments, taxes and estate. And it determines where you are now, what you may need in the future and what you must do to reach your goals.

The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

Beechwood Financial Services utilizes leading technology to aggregate and analyze the major components of your household’s finances. A comprehensive plan is created that you can monitor as you progress towards your goals. Should life take a twist or turn, your plan goals are easily modified.

Through the entire process you are guided and coached by a CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience in the financial services industry.

Tax Preparation
Everyone needs to pay taxes, but no one should pay more than required. We spend the time to get to know our clients thoroughly so that we uncover all available exemptions, deductions and credits. Your taxes are prepared accurately and filed promptly.

Beechwood Financial prepares federal and state 1040 Individual Income Tax Returns. We are an IRS Authorized e-file Provider and earn the IRS Annual Filing Season Record of Completion yearly.

Beechwood Financial Services follows the CFP Seven Step Financial Planning Process

  • Understand Client’s Personal and Financial Circumstances

  • Identify and Select Plan Goals

  • Analyze Client’s Current Course of Action and Potential Alternatives

  • Develop Financial Planning Recommendations

  • Present Financial Planning Recommendations

  • Implement Financial Planning Recommendations

  • Monitor Plan Progress and Update as Needed

© 2019 Beechwood Financial Services, LLC is a New Jersey registered investment advisor.