Northbeam Financial - Larry Brasel, Financial Advisor - Dallas, TX
"Financial Directions: Sharing Your Vision, Guiding Your Decisions"
  • Home
  • About
    • Who We Help
    • Company
    • Larry Brasel
  • Approach
  • Services
  • Recommended
    • Videos
    • Articles
    • e-Books
    • Client Center
  • Contact
  • Blog

WHO WE HELP: RETIREES



We understand the issues and needs of retirees and people nearing retirement. We use sophisticated financial modeling software called Financial Profiles. It is helpful in organizing and forecasting a plan for you, but it does not compare to knowing you, which is our role.

Our approach is to understand your values and your goals for you and your family. Our focus is ensuring your money works for your life as best it can. We call it our holistic approach to planning. It involves a very intuitive analysis of your life vision and subsequent life and financial goals. These ensuing strategies become your financial plan for you and your family. But, the planning process is a continuous and ever evolving process, so we’re here for the long-term, committed to helping you succeed. If there’s one thing you can be certain of, it’s that change will occur, and we’ll be here to help you.
Retirees - Northbeam Financial, Dallas TX
Here are some important questions to ask yourself; questions that our process addresses.

  • What are my options if I wish to roll out a corporately sponsored retirement program such as a 401k from a current or former employer? Can this rollout occur while I am still employed?
  • How can I optimize future wealth enhancement?
  • Can I enjoy potential growth of my money without risking my principal?
  • What are the best financial vehicles to roll my money from retirement plans I have with my employer or former employer?
  • How can I limit the negative effects of federal income taxes as my money grows? Is it possible to grow my money tax free?
  • How can I hedge my investment risk through a broad asset allocation strategy? What is the proper mix of investment types for me taking into account my unique attitudes toward risk and volatility?
  • How is my social security affected by income from my investments?
  • How do I pass the most assets possible to my heirs? What do I need to be doing now to make sure this happens? How can I decrease estate tax liability by helping my grandchildren?
  • Will my family be able to maintain a comparable lifestyle if I should die prematurely? Become disabled? Require long-term care assistance? Have a health problem?
  • How do I protect my assets from potential judgments in a lawsuit or from creditors?
  • How do I protect myself from IRS required minimum distribution penalties on IRAs?

QUICK CONTACT


Submit

Financial Newsletters, Dallas, TX
READ OUR FINANCIAL 
E-NEWSLETTERS TODAY!
TAKE ME THERE

Northbeam Financial Quotes
I get tremendous gratification from encouraging people to focus clearly on their future final success and security.

Larry Brasel, President
Northbeam Financial

Northbeam Financial Quotes

Larry Brasel, Financial Advisor, Dallas, TX
LEARN THE STRATEGIES AND CONTROL YOUR FINANCIAL FUTURE
read now

NEWSLETTER

Receive enlightening financial insight into today's economy with our bi-monthly newsletters! 
SIGN ME UP!

HELPFUL LINKS

ABOUT
WHO WE HELP
COMPANY
LARRY BRASEL
OUR APPROACH
OUR SERVICES
RECOMMENDED
VIDEOS
ARTICLES
E-BOOKS
CONTACT
BLOG
401(k) OPTIMIZER

LOCATION

Northbeam Financial, Inc.
5518 Bentgreen Drive

Dallas, TX 75428

Tel: (972) 818-1884

Fax: (972) 818-1885
Email: [email protected]
Website: www.northbeamfinancial.com
Picture


Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Northbeam Financial, Inc. are not affiliated.

Investments products and services available only to residents of Texas (TX), North Carolina (NC) and Oklahoma (OK)


© 2013 Northbeam Financial, Inc. Dallas, TX. All rights reserved.


https://brokercheck.finra.org/