For more than 30 years, we've served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance from experienced independent advisors. We're the financial planning 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.
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.
Services
At BEAM Wealth Advisors, Inc. (BEAM) we've been serving our valued clients with personal financial planning since 1984 and managing investment portfolios on a fee basis since 1990. We'll provide you with a complete financial plan to address all aspects of your life, one that will save you time and money and help you avoid costly mistakes.
A process that allows you to articulate and quantify your financial goals, organize financial needs and opportunities and evaluate alternative courses of action. Included in the written plan is our analysis of your overall financial position and our recommendations in areas such as investment strategies, tax planning, education funding, retirement planning and estate planning.
Unlike some advisors who earn commissions on sales of investment products, we offer fee-based investment management. You are charged a low annual fee, which is paid on a quarterly basis. In this way, your financial advisor's compensation is ultimately based on the performance of your investments. As they increase in value, so will your advisor's compensation.
The planning process at BEAM integrates expertise from various disciplines, including investment advisory, accounting, legal and insurance consultation. Advisors with particular knowledge and experience in these areas are consulted as necessary to analyze, develop and implement the comprehensive plan designed for you and your unique personal circumstances.
Scott Bordelon AIF is a CERTIFIED FINANCIAL PLANNER practitioner, an Accredited Asset Management Specialist and the President of BEAM Wealth Advisors, Inc. He is registered through BEAM Asset Management, LCC, . Serving the area where she was raised, Lee has a vision of making Slidell, and the people who live there, better.
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