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Financial Planning

Bil Beecher

 

 

 

 

 

Fringe Benefit Resources is pleased to be affiliated with a new financial planning education program administered by Beecher Financial Planning LLC.

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. William “Bill” Beecher, the founding principal, works solely for his clients: as a Fee-Only advisor, all potential conflicts of interest regarding compensation are removed.

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.