top of page

LEGACY PLANNING

Safely Pass On your Assets 

At Beachhurst Financial we help our clients not only maximize their income and protect their loved ones and their assets.

 

We also help them come up with the best strategies to pass assets on to future generations.   

​

Life Insurance in many cases is the most efficient way to achieve the goal of maximizing their legacy without creating a tax burden for beneficiaries.

 

The first step in this process is always our complimentary beneficiary review.

Team

Need more details about Life Insurance, Medicare or Fixed indexed annuities? Contact us

​

We are here to assist in protecting you and your family's future. Contact us by phone or email 

bottom of page