Individual-solutions

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.