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Our Process with Individual Clients:

At Beaulieu Wealth Management, under advisory services; we are all Fiduciaries. We specialize in helping individuals develop sound retirement strategies. To make the process simple and transparent, we use a 4 step Financial Planning Process:

  • Introduction Meeting - we get to know each other 
  • FactFinder - we gather financial information from you 
  • Data Validation - we meet to review your data and present our both our analyses and recommendations
  • Plan Implementation - we start the journey of implementing your custom plan

We take a very hands-on approach to on-boarding and managing client portfolios.  Once you have online access to your accounts, we then setup regular review meetings using the medium you are most comfortable with: either in-person, over the phone, or virtual.  

Retirement Planning

Retirement Plans

Tax Plans

401(k) & 403(b) Planning

College Plans

Estate Plans

Deferred Compensation Plans

IRA Rollovers


Managed Advisory Accounts



Mutual Funds

Educational IRAs

Traditional IRAs

Roth IRAs


Simple IRAs

Variable & Fixed Annuities

Brokerage Accounts


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  401-691-4178