Our Services

           Beechwood Financial functions as a "Financial Primary Care
    Provider".  We work with our clients to maintain their ability to meet
    successfully all their life goals.  We analyze cash flow, insurance
    coverage, retirement savings, provision for major purchases and
    estate planning-all in a tax efficient context.  When problems are
    uncovered, we work with the client's existing financial contacts (e.g.
    accountants, insurance agents, stock brokers, etc...) to resolve
    them.
            
            Beechwood Financial, LLC also offers Portfolio Management
    Services.  Those services include defining investment goals,
    determining risk tolerance, creating an Investment Policy Statement,
    designing an asset allocation, monitoring the portfolio, rebalancing
    when necessary, minimizing taxes and evaluating the investment
    plan annually.

            We are not compensated for selling investment products or
    insurance nor do we offer tax or legal services.  We believe this
    removes all potential conflicts of interest.                
Our Mission

           Beechwood Financial Services, LLC maintains an unyielding
    commitment to provide high quality, objective and affordable
    financial advice to people of all income levels.
Our Fees

Financial Planning Services
  1. Hourly Rate - $150
  2. Modular Planning e.g. Insurance Analysis, College Funding or
    Retirement Planning - $1,200 ea
  3. Comprehensive Planning
  • Initial Plan - 2% of Gross Income
  • Annual Plan - 1% of Gross Income

Portfolio Management Services (annually)
       First  $50,000 - $500,000             1.00%
       Next  $500,001 - $1,000,000          .75%
       Next  $1,000,001 - $1,500,000       .50%
       Next  $1,500,001 and above           .25%
30 Two Bridges Road, Suite 370
Fairfield, New Jersey  07004
Tel: 973-582-0364
Fax: 973-582-0300
Registered Investment Advisor - New Jersey