Financial Planning

Fringe Benefit Resources is pleased to announce the availability of 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.

For more information, please visit the Beecher Financial Planning website.