Beaird Harris

Let's Talk
Let's Talk
Contact Us
Beaird Harris
The financial lives of high-net-worth individuals and families can be complicated.

We specialize in working with clients who are focused on building, managing, and preserving wealth with intention. Whether you’re early in your wealth journey or managing significant assets, we provide proactive wealth management strategies tailored to your stage of life through our Beaird Harris WealthGuideSM planning process.

WealthGuideSM Planning Process — A Planning Process that Adapts to You, Not the Other Way Around

It’s often said that people spend more time planning their summer road trips than they do planning for their financial future. And, like any good road trip, your path to financial success may take you in any number of directions. Our Beaird Harris WealthGuideSM planning process will serve as the roadmap to help get you to your ideal retirement.

What makes Beaird Harris unique is our ability to manage multiple goals for the benefit of our clients. The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.

Financial Planning

  • Retirement Feasibility Analysis
  • Cash Flow Modeling
  • Social Security Optimization
  • Medicare Planning
  • Required Minimum Distributions
  • Pension Maximization
  • Education Planning

Investment Management

  • Asset Allocation
  • Asset Location
  • Evidence-Based Philosophy
  • Globally Diversified Portfolios
  • Structured Asset Class Portfolios
  • Low-Cost & Tax-Efficient
  • Risk Return Analysis
  • Concentrated Position Analysis
  • Stock Option Analysis

Risk Management

  • Insurance Review
  • Life, Disability & Long-Term Care
  • Home, Auto & Umbrella
  • Professional Liability
  • Alignment with Employee Benefits
  • Asset Protection Strategies

Estate Planning

  • Estate Structure & Strategy Review
  • Asset Titling Coordination
  • Beneficiary & Estate Coordination
  • Philanthropic Planning
  • Gifting Strategies
  • Multigenerational Family Meetings
  • Estate Administration Support
  • Wealth Transfer

Tax Planning & Preparation*

  • Tax Planning & Strategy
  • Tax Return Preparation
  • Federal Income Tax
  • State & Local Tax
  • Trust & Estate Tax
  • Corporate Tax
  • Family Limited Partnerships

Tax Planning & Preparation*

  • Tax Planning & Strategy
  • Tax Return Preparation
  • Federal Income Tax
  • State & Local Tax
  • Trust & Estate Tax
  • Corporate Tax
  • Family Limited Partnerships

WealthGuideSM Planning Process — A Planning Process that Adapts to You, Not the Other Way Around

It’s often said that people spend more time planning their summer road trips than they do planning for their financial future. And, like any good road trip, your path to financial success may take you in any number of directions. Our Beaird Harris WealthGuideSM planning process will serve as the roadmap to help get you to your ideal retirement.

What makes Beaird Harris unique is our ability to manage multiple goals for the benefit of our clients. The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.

Financial Planning

  • Retirement Feasibility Analysis
  • Cash Flow Modeling
  • Social Security Optimization
  • Medicare Planning
  • Required Minimum Distributions
  • Pension Maximization
  • Education Planning

Meet the Team

At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.

Paula Allgood

  • Managing Partner - Tax & Outsourced Accounting
  • CPA

Pat Beaird

  • Co-Founder, Managing Partner - Wealth Management
  • CPA, PFS

Shirl Page

  • Client Services Coordinator Lead
  • PACE

Our Community

Tucson Organizations Close to Our Hearts

The TCI team in Tucson is proud to work with and sponsor local organizations that are close to our hearts. 

TCI Wealth in Tucson is a sponsor/member of:

Rectangle-23.2-7
Frame-4
Rectangle-23.2-10
We’d Love to Hear From You!

Looking for a new CPA or Wealth Manager? Ready to talk to someone? Give us a call or request a complimentary initial consultation.

Linkedin-in Twitter Youtube
Meet Our Team
The financial lives of high-net-worth individuals and families can be complicated.

We specialize in working with clients who are focused on building, managing, and preserving wealth with intention. Whether you’re early in your wealth journey or managing significant assets, we provide proactive wealth management strategies tailored to your stage of life through our Beaird Harris WealthGuideSM planning process.

WealthGuideSM Planning Process — A Planning Process that Adapts to You, Not the Other Way Around

It’s often said that people spend more time planning their summer road trips than they do planning for their financial future. And, like any good road trip, your path to financial success may take you in any number of directions. Our Beaird Harris WealthGuideSM planning process will serve as the roadmap to help get you to your ideal retirement.

What makes Beaird Harris unique is our ability to manage multiple goals for the benefit of our clients. The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.

Financial Planning

  • Retirement Feasibility Analysis
  • Cash Flow Modeling
  • Social Security Optimization
  • Medicare Planning
  • Required Minimum Distributions
  • Pension Maximization
  • Education Planning

Investment Management

  • Asset Allocation
  • Asset Location
  • Evidence-Based Philosophy
  • Globally Diversified Portfolios
  • Structured Asset Class Portfolios
  • Low-Cost & Tax-Efficient
  • Risk Return Analysis
  • Concentrated Position Analysis
  • Stock Option Analysis

Risk Management

  • Insurance Review
  • Life, Disability & Long-Term Care
  • Home, Auto & Umbrella
  • Professional Liability
  • Alignment with Employee Benefits
  • Asset Protection Strategies

Estate Planning

  • Estate Structure & Strategy Review
  • Asset Titling Coordination
  • Beneficiary & Estate Coordination
  • Philanthropic Planning
  • Gifting Strategies
  • Multigenerational Family Meetings
  • Estate Administration Support
  • Wealth Transfer

Tax Planning & Preparation*

  • Tax Planning & Strategy
  • Tax Return Preparation
  • Federal Income Tax
  • State & Local Tax
  • Trust & Estate Tax
  • Corporate Tax
  • Family Limited Partnerships

Tax Planning & Preparation*

  • Tax Planning & Strategy
  • Tax Return Preparation
  • Federal Income Tax
  • State & Local Tax
  • Trust & Estate Tax
  • Corporate Tax
  • Family Limited Partnerships

Meet the Team

At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.

Paula Allgood

  • Managing Partner - Tax & Outsourced Accounting
  • CPA

Pat Beaird

  • Co-Founder, Managing Partner - Wealth Management
  • CPA, PFS

Shirl Page

  • Client Services Coordinator Lead
  • PACE

Our Community

Tucson Organizations Close to Our Hearts

The TCI team in Tucson is proud to work with and sponsor local organizations that are close to our hearts. 

TCI Wealth in Tucson is a sponsor/member of:

Rectangle-23.2-7
Frame-4
Rectangle-23.2-10
We’d Love to Hear From You!

Looking for a new CPA or Wealth Manager? Ready to talk to someone? Give us a call or request a complimentary initial consultation.

Linkedin-in Twitter Youtube
Meet Our Team
We’d Love to Hear From You!

Looking for a new CPA or Wealth Manager? Ready to talk to someone? Give us a call or request a complimentary initial consultation.

Linkedin-in Twitter Youtube
Meet Our Team
Please note that we cannot accept withdrawal, trade, account changes or tax return requests through this website. No personal information or account numbers should be entered here. Please contact your CPA, Wealth Manager or Client Service Representative directly for assistance with personal account requests or changes. Visit the Our Team page to reach out directly.

By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Event Registration