Financial Planning for Retirees & Pre-Retirees

Beacon Pointe has been managing my retirement accounts for close to 20 years. I credit them for helping me retire at only 57 years of age.

I have been with Beacon Pointe for years as was my mother. His advice and account management have given me the security I needed to know that my retirement was being carefully invested and constantly monitored. Thank you Beacon Pointe.

We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!

We have been with Beacon Pointe for over 10 years. Due to the white glove, and very personal service provided by the Beacon Pointe team, our portfolio and knowledge have grown greatly. Now that we are retired, their management of our funds and countless other financial matters has been essential and greatly appreciated. From day one to present, we have always had a high degree of trust in the people and services at Beacon Pointe.

My wife and I can honestly say that selecting Beacon Pointe Advisors to manage our investment portfolio was one of the best decisions we ever made. They have proven to be more than just professional management of investments, providing expert guidance and assistance as I prepared for retirement. The partnership with experts around Medicare, Social Security, and income tax guidance has been invaluable. Bottom-line, the peace of mind we have is huge. I recommend the BP team to all my friends and coworkers.

The people at Beacon Pointe managed our finances and especially our transition into retirement. I would recommend them to everyone. There’s a lot more to investing than buying some stocks and bonds and hoping for a reasonable result. The people at Beacon Pointe know how guide investments and they do it very well. They are available, they answer our questions and help fit our financial requirements to a chaotic, sometimes scary, market.

The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

I became a client of Beacon Pointe Advisors two years ago… I can categorically state that my experience with them has been exceptional, far beyond my expectations. I highly recommend them to anyone looking for a group of people that truly care about you, your retirement plan, and your financial future. They regularly reach out to communicate with me, just to check in, ensure everything is still on track, and review the progress on our retirement plan and actual investment results. I no longer have to worry about whether or not my financial future is secure. I trust them 100%.”

Ever since working with Beacon Pointe, we feel peace of mind. This is no small feat, and arguably priceless. By working with the BP team, we have more confidence in our retirement planning / savings strategy. Their approach to wealth management and financial planning is unique because they provide clarity, transparency, and ease. Everything we’ve experienced is in service of this, and results in confidence. The team is accessible and trustworthy.

We have been working with Beacon Pointe for the past few years, and since engaging them have felt more confidence in our retirement planning and savings strategy. Every member of the team is accessible, trustworthy, and a real joy to work with.

Since working with the team, my wife & I feel the confidence of a solid retirement plan. The team knows us personally; we are more than just a number. They make recommendations based on our future goals, and we are very happy with the current services.

I have been a long-term client of Beacon Pointe. Their service is exceptional. They have been outstanding in advising my finances and guiding me to retirement. I appreciate the variety of services they have to offer as well as their acumen to obtain the highest earnings for me.

If you are looking for a financial Advisor, I highly recommend Beacon Pointe. Beacon Pointe has managed my wife’s and my finances and because of their guidance we were lucky enough to retire early.