Our Services  
 

 

Beecher Financial Planning LLC (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Great Falls, Montana. The firm specializes in providing Fee-Only Hourly financial planning services and investment advice to individuals and families. Bill works solely for his clients: as a Fee-Only advisor, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Beecher Financial Planning can help you along the way.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Minimize the effects of inflation
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Establish charitable legacies
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today


To help you reach these important goals, our services include:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending Plan
  • College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Financial Seminars for Military, Church and Civic Groups
  • Corporate Employee Financial Education -- Seminars on 401(k)s, Employee Benefits, etc.
OUR MISSION
Our mission is simple: We are committed to providing timely, unbiased advice to people from all walks of life. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.

Remember, you don't have to have a fortune to start building toward financial well-being. Today is always the best day to get started! Why not get started today? Contact us to schedule your complimentary, no-obligation Get Acquainted Meeting.

 


©2006 Beecher Financial Planning, LLC. All rights reserved