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Client LoginWelcome to BEAM Asset Management
For more than 32 years, we’ve served the financial needs of financial advisors and their clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance and wealth management from experienced independent advisors.
We’re the financial planning, wealth management and investment management firm that works for you.
It’s important that our clients understand that we don’t work for a large Wall Street brokerage firm or any other corporation. What does this mean to you? Unlike advisors who work on commission, we have no quotas or cross-selling directives, and we aren’t distracted by sales meetings or conference calls with distant senior managers. We work for you, our client, on a fee basis. We’re here for one reason—to help you reach your financial goals.
Helpful Content
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Surprises
Making the most of surprises is a great reason to work with us.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.