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Beale Lee and Associates

Founded 2005 • With Angi since February 2012

N/A
Insurance Agencies
Financial Planning

Description

Beale, Lee and Associates offers a complete financial evaluation and offers you solutions to help you meet your financial needs and goals. We'll help you protect and preserve your hard-earned dollars with a plan designed with and for you. We stay in touch with you throughout the year with regular updates on your account, to make necessary changes as your needs change, to provide the service you need. We provide sound investment options that are structured to last....

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SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi
Flury-Hinderks Insurance Agency

We are available for calls, texts or emails and the office is fully operational during the COVID period. Flury-Hinderks Insurance Agency is your trusted Insurance Advisor. Fully licensed in; Kansas, Missouri, Illinois, Texas, Colorado, Arizona, California, Utah, Iowa, Nebraska, Arkansas and Georgia. As an Independent Insurance Agent, we compare insurance rates for you and provide quality advice and coverage tailored for you and your family. We will help guide you through the options available today and insure you and your family at the best possible cost. Unlike direct insurance providers, an independent insurance agency has the flexibility to provide quotes from different companies and give you the most peace of mind for your money. In most cases, we can save you money by bundling your insurance policies together.  

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Blue Lion Medicare

Call (888) 858-1408. Blue Lion Medicare work with over 200 plans and specializes in savings seniors money on their Medicare coverage!  

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Services Offered

We offer multiple investment opportunities through stocks, mutual funds, college plans, Charitable Remainder Trusts, 401(k) Rollovers, Retirement Analysis, tax-deferred solutions, income stream solutions, life insurance, investments options with guaranteed fixed rates, annuities with lifetime guarantee options and more.

Services Not Offered

Accounting, Attorney services

General Information
Free Estimates
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Eco-Friendly Accreditations
No
Senior Discount
No
Warranties
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