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.

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.