Wealth Management Strategies

We believe it is important to take a comprehensive approach to your finances to ensure each component of your financial picture has been considered when developing a plan for the future. That’s why we established our in-house Wealth Management division at Beals, Caruana & Company. Through this division, we work closely with financial professionals to establish a plan that provides for you and your family and for future generations.

Wealth Management Strategies include the following:

  • Financial Needs Analysis
  • Funding Your Children’s Education
  • Disability Income Insurance
  • Reviewing Investment Strategies/goals
  • Key Person Insurance
  • Business Succession Planning
  • Retirement Income Management
  • Pension or Qualified Plan Distributions
  • Estate Preservation
  • Tax Deferred Annuities
  • IRA Investments
  • 401(k) Plans
  • Life Insurance
  • Long-Term Care Insurance

Please reach out to us with questions about any piece of your financial strategy.