Our Services

We help you reach your goals with tailored solutions that meet your needs. From experienced investment management to insurance planning, our multi-disciplinary training is a significant benefit to our clients. We will help you anticipate the key transitions in your life so that you will be financially prepared for them.

At Beshoar Financial Services, we take a conservative approach to help you live comfortably today and protect your legacy for the future.  For most clients, that means we focus on capital preservation and income followed by growth.  We understand that retirees face many important decisions that can affect their long-term success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation and rising health care costs.  We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth which they and their family accumulate and retain.

While many firms advertise growth, we believe it is equally important to be skilled in income distribution planning. Although you may be in the middle of your career, it's not too early to discuss efficient and secure options for income production. 

Finally, we are accountable to our clients - we say what we do, and we do what we say.  We built our firm on integrity and trust, because doing what is right for you is better for our business in the long run. It's simple, we make sure we are always working with your best interest in mind.

                                            Planning, Implementation, Monitoring

Our Planning Process is made of three phases:  Strategy, Implementation and Monitoring.

Phase I:  Strategy - Develop a long-term strategy for our clients.

Phase II:  Implementation - Successfully implement the clients investment strategy.

Phase III: Monitoring - This is an ongoing process to insure actions taken in the clients account are consistent with their goals and objectives and make adjustments where necessary.

                             Specialized Knowledge of the needs of Medial Professionals

As a former independent advisor with the American Medical Association Trusted Source Network, Michael Beshoar, President of Beshoar Financial Services is an expert in the area income protection and retirement planning for health care providers.  Discounts available.  Own Occupation/Own Speciality available from several carriers.