Safe Financial Strategies, Beecham Agency, Inc. specializes in working with retirees, and those about to retire. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of retirement savings, eliminating risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.
* Help you select the proper retirement and savings vehicles for you, your family and your heirs.
* Customize a program to your individual needs.
* Provide you with safe, secure, savings opportunities.
* Make all information easy-to-follow, in real words you can understand.
* Treat you with the dignity you deserve, while always earning your respect.
Evan K. Beecham, president of Beecham Agency Safe Financial Strategies, has specialized is estate preservation planning for people at or near retirement for the past 14 years.
Evan is one of 1000 Certified Retirement Financial Advisors nationwide. To become a Certified Retirement Financial Advisor, he completed a 19 part program of study in the financial, physical, emotional and personal issues of seniors. He is also a National Ethics Bureau approved Financial Advisor. He specializes in areas of retirement, protecting retirees principal and preserving their assets through their retirement years. He has advised retirees of Xcel Energy, Banner Health Care, Qwest, University of Northern Colorado, Hewlet Packard and IBM.
Evan is extremely knowledgeable and passionate about his work. Through his planning techniques his clients realize individualized plans that reduce their financial risk, save tax dollars, protect assets from long term care cost and avoid probate. If you attend one seminar this year, do not miss this opportunity to learn the best ways to protect your assets.
Evan is a life long resident of Northeast Colorado and has been a resident of Morgan County for 25 years. His sound and conservative guidance and tax savings solutions have helped his clients protect and preserve their retirement assets.
Evan and his wife of 26 years, Sue live in Hillrose, CO.
