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About
I really enjoy the financial planning process and putting together everyone’s individual financial puzzle. We plan first and invest second so we are never leading with product. We are also fiduciaries so we have to act in our clients best interest. And lastly we are independent so we have no investments of our own that the big companies are looking to push. I have been in financial services since 1999 and have a very happy client base.
We offer free consultations to see if we are a fit!
Look forward to talking with you.
Jeff
Overview
Hired 4 times
Background checked
3 employees
17 years in business
Business hours
SunClosedMon8:00 am - 7:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, professionalism, and value.
5.0
4 reviews
5
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4
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3
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Susan C.
Dec 13, 2017
We thoroughly enjoyed working with Jeff and came to know him as a truly valuable asset for our specific retirement needs. Jeff is honest, dependable and very knowledgeable. In addition, he was patient and qualified, instructing us in the most pleasant manner, through the more difficult and intricacies of money management. Jeff’s knowledge of money management and expertise in retirement accounts was a huge advantage in acknowledging and focusing on our specific needs. He put this skillset to work and explained alternative ways that our nest egg could be maximized. Along with his undeniable talent and pleasant manner, Jeff was an absolute joy to work with. He managed to foster discussions that would bring out the best and most effective means to achieve our financial goals. Without a doubt, we can confidently recommend Jeff as a knowledgeable financial manager and an all-around terrific person, who will be a beneficial agent over the many productive years of your partnership.
Personal Financial Planning
Cynthia D.
Jul 27, 2017
•
Hired on Thumbtack
Jeff was helpful in looking at my retirement plan and helping me to decide what I can do to best be prepared for my retirement. He worked with me and kept the planning in my comfort zone.
Personal Financial Planning
Serge G.
Apr 9, 2019
Incredibly happy to have found a professional financial advisor that I can actually trust to have my best capital ventures in mind. Highly recommended, you won’t be disappointed.
Keith W.
Aug 2, 2017
•
Hired on Thumbtack
Very personable and knowledgeable.
Personal Financial Planning
Credentials
Background Check
Jeffrey Beyer
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing model will differ based on what is best for the client. We don't charge for our consultations, because I don't want to place any barriers or obstacles up for people to learn about what we offer.
But after the planning is complete and we have investment recommendations we go over in detail how all of the fees work. But we have both fee based models as well as models where companies compensate us directly and it doesn't come out of the client's pocket.
What is your typical process for working with a new customer?
The first appointment is more of a get to know you session where we ask lots of questions of you to understand where you are coming from and the context of your life and you get to ask questions of us. If we think we can help you then we will set up a second appointment.
In the second appointment we will review the results of the Riskalyze risk score analysis, discuss your Conditions of Satisfaction survey as well as the Potential Concerns and Opportunities report. The last report will uncover some concerns you had and that we identified as well as the areas of value that we can bring to the table for you.
In the third appointment we typically go over a Social Security Maximization report and our Asset Cycle Portfolio System plan and investment recommendations.
Follow up appointments would be made for questions and implementation as needed.
What education and/or training do you have that relates to your work?
I have a Bachelors of Art in Business from Wake Forest University.
Series 6, 63 and 65 securities licenses.
Life, LTC and health licenses.
