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Clients trust us to put their interests ahead of our own, to diligently oversee their investment portfolios and to help protect the wealth they have worked a lifetime to accumulate.
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our Beaird Harris WealthGuideSM planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.
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.
We help you define your goals and objectives, and develop a roadmap to help you plan for the future and the retirement you desire.
We create investment portfolios using globally diversified investments to help you minimize risk and maximize after-tax returns.
We lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage.
We review your documents relative to your financial and life circumstances to help ensure your wishes are met upon your passing.
Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Investment Management, Financial Planning, Risk Management, Estate Planning & Retirement Plan Services provided by Beaird Harris Wealth Management, LLC.
At Beaird Harris you don’t just work with one advisor – you get our whole team! After all, it takes a great deal of experience to deliver the service you deserve. But it’s also about our service philosophy: our entire culture is built around teams. We believe letting people do the work they love and are trained to do helps us raise the bar – to provide the level of knowledge, specialization, expertise, service and responsiveness you deserve.
A fiduciary is a professional who stands in a special relationship of trust, confidence, and/or legal responsibility with a client. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interest. We take this responsibility very seriously.
Fee-only means we only receive compensation from our clients. As fee-only advisors, we do not receive benefits from brokerage services, commissions or finder’s fees. This independence allows Beaird Harris to remain impartial and deliver objective fiduciary advice.
Our complete independence from any brokerage firm, bank, investment, insurance, or mutual fund company is one of our foundational strengths and a critical driver of our clients’ success. We are truly unencumbered to choose the most appropriate investments for our clients, without any external factors influencing our decisions.
Most people saving for retirement seek confidence, clarity and peace of mind in their financial affairs. But what do most brokers offer? “Hot” tips, speculative investments, and products they are financially incented to sell. Beaird Harris takes a very different approach.
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.
