Bryan Beamer

Bryan’s Planning Thought of the Day

“If something were to happen to you today, what is the first thing you would want your loved ones to do? A simple task, but unfortunately most don’t have a to-do list for loved ones. Doing this one simple task, can help everyone sleep better at night.” Protecting Lifestyles Assets and Needs www.iplan4wealth.com #planningfortomorrow#iplan#thoughtoftheday#living

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Should You Use Retirement Savings to Pay Off Debt?

Most Advisors would adamantly say no!! But there are situations in which a liquidation makes sense. First, let me say that I don’t advocate it, but I do understand that things can get tight. That said … if survival is on the table, then you must consider ALL of your options… including retirement savings. I…

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What is Financial Planning?

In short… it is Protecting a lifestyle, an asset or a need. Though investments are a source of funding for a plan, it is the strategy implemented that details how to reach a goal or goals. With a plan, you are looking forward in life and designing the most efficient path to success. In other…

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