Welcome!
What's New?
Beechwood Financial Services, LLC has partnered with Global
Arena Investment Management to offer portfolio management
services. Please see www.globalarenaim.com for details.
A Brief Overview
Most everyone has financial "worries". They may involve just
making it from one paycheck to the next, or comfortably managing
their debt obligations, or arranging for college tuition, or putting
enough aside for retirement, or simply protecting income and
assets. At Beechwood Financial we work with individuals and
families to ease these concerns.
We do this through a process which considers all aspects of a
client's financial situation allowing us to determine his fiscal health.
We then lay out the strategies and tactics we think will help the client
achieve his life goals.
Why Choose Us?
- 20 years of experience in the financial services industry.
- The highest degree of professionalism and integrity.
- A "fee-only" compensation structure that removes conflicts of
interest and ensures objective advice.
- An affordable and flexible fee structure that meets the needs of our
clients.
Important Legislation News
- The American Recovery and Reinvestment Act of 2009 provides for tax relief for individuals and
families, tax incentives for businesses, and assistance for families and unemployed workers.
- The Emergency Economic Stabilization Act of 2008 created the TARP which authorizes the
government to purchase mortgage-related and other "troubled" assets.
- The Small Business and Work Opportunity Act of 2007, passed in May 2007, impacts the Section
179 depreciation expense, employer credits, business filings, S corporations, and Kiddie Tax
rules.
- The Pension Protection Act of 2006, passed in August 2006, impacts 401(k), IRA and 529 plans.
- The Tax Increase Prevention and Reconciliation Act of 2005, passed in May 2006, impacts
qualified dividend and long term capital gains tax rates, Roth IRA conversions, and "kiddie tax"
rules.
7 Beechwood Road
Verona, New Jersey 07044
Tel: 973-592-5551
Registered Investment Advisor - New Jersey