BEAU DOLLAR
Wealth Management, Inc.
Services
BDWMI offers comprehensive options to a range of financial services. Some of our most popular services include:
Investment
BDWMI offers investment strategies and products from a wide variety of companies, such as: Alliance, Bernstein, Black Rock, Eaton Vance, Invesco, JP Morgan, and Lazard Asset Management just to name a few of the many options to specifically meet your needs*.
Estate Planning
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BDWMI provides options and advice to help manage your personal affairs and control the distribution of your wealth and assets upon your death. In doing this, we work closely with local attorneys and accountants to ensure that our clients wishes are being met.
Retirement
BDWMI provides objective advice and strategies for a range retirement options to help you seek to accumulate the resources you will need to achieve your retirement goals, and pursue the retirement activities you have in mind.
Teacher Retirement
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BDWMI provides objective strategies and advice for the unique questions that navigating the teacher retirement system can bring. Whether you are wondering if the T-DROP system would work for you, if taking monthly payments make sense, how retirement can effect your taxes owed, or whether retirement can effect my estate or beneficiaries, we take the time to address your concerns and offer strategies to help you achieve your retirement goals.
College Savings Ideas
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BDWMI offers strategic plans to help you ease the burden of education related expenses on your loved ones. In addition to traditional savings options, we provide alternative strategies as well to make sure the needs of our clients are truly being met.
Cash Management
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BWMI provides comprehensive money management strategies that involve
more than simply making and following a budget.
Life Insurance
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BDWMI offers well-structured insurance strategies that can help protect your loved ones from the financial aftermath of unexpected events.