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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
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Income Taxes Work
A quick look at how federal income taxes work.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.