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Mission Statement
bsf-our-mission-sm1

Our dedicated focus is a custom, caring partnership that’s unique for each client. It’s a client-centered relationship built for success, providing purpose, clarity and peace of mind in an established planning process designed to assist clients in attaining their goals.
We craft custom financial solutions to assist each client’s unique aspirations.

Mission Statement
bsf-our-mission-sm1

Our dedicated focus is a custom, caring partnership that’s unique for each client. It’s a client-centered relationship built for success, providing purpose, clarity and peace of mind in an established planning process designed to assists clients attain their goals.
We craft custom financial solutions to assist each client’s unique aspirations

Our Narrative
our-narrative-md

To begin, we are an independent, locally owned, fee-based advisory, wealth management firm combining the responsiveness of an agile boutique firm with the depth of experience, expertise and research capabilities associated with large financial corporations.

We are specialists with a dedicated focus to financial planning: retirement income planning, asset management, and comprehensive risk management incorporating insurance design.

We help our clients – individuals, families and business owners – achieve clarity, confidence, and peace of mind by working together to secure their desired financial future.

where care meets craft™
We have designed and continue to refine a proprietary advisory model that is a singular combination of care with craft. We begin by introducing the Beauport Unique Experience, a client-centered process in which the firm’s care component is a collaborative relationship with each client. Together, through detailed processes, each client’s unique vision is identified, goals are set and custom recommendations and solutions are crafted to assist each client to achieve a secure financial future, with accompanying peace of mind.

To ensure wealth goals, retirement planning and solutions progress as planned, our face to face bi-annual reviews measure progress supported by our network of national and regional financial specialists, combining to provide a matchless level of personal service, expertise and integrity our clients have relied on spanning three decades.

bsf-wealth-goals-sm

Active commitments and leadership roles with civic and charitable organizations are Beauport staples.  Our success has given us the opportunity and responsibility to share our resources creatively, empowering our clients to help support stellar North Shore charities through our valued Richard D. Wilson Community Response Gift Fund; we invite you to learn more under “Community.”

Completing our core relationships, we are part of a 50-year old national producer group of leading independent firms nationwide as a member of broker-dealer ValMark Securities, Inc. and ValMark Advisers, Inc., a registered investment adviser. ValMark is a preeminent, by invitation only, broker-dealer specializing in providing equity, investment advisory and insurance support services to independent members. We, and our clients, benefit from the buying power and technical expertise of ValMark, enhancing our services, data resources and guidance for our clients.

We serve as your collaborative partner applying our experience, expertise and unparalleled service, helping you to attain life-long goals while securing your financial independence. Always client-centered and results-driven, we are committed to honoring your trust every day.

Community

 The wonderful quality of the human spirit is knowing we are capable of great things.

2015_RDWilson_recipients-1024×574-1024×574

We welcome the opportunity to creatively apply our care principal to charitable groups and community programs uniquely through our clients’ efforts, serving North Shore individuals & families with the greatest needs.  Each year we give 10% of our firm’s profits to fund these essential programs.

Market Review

December 4, 2017

Tax Reform 2017 has now completed 2 of the necessary 6 steps as legislation has passed both the House and the Senate, the latter being an early morning (2am ET) 51-49 vote last Saturday 12/02/17.  Step # 3 is a "conference committee" typically comprised of senior members from both parties from the House Ways and Means Committee and the Senate Finance Committee that will draft "compromise" legislation that combines the House version of tax reform with the Senate's edition.  Once step # 3 is completed, the revised bill goes back to the House (step # 4) and to the Senate (step # 5) for final passage.  If and only if all the above occurs, then President Trump would sign the final package (step # 6) and the bill becomes law…

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News & Events

 Each year at the firm’s holiday open house in December, the centerpiece event is awarding grants to charities, and the occasion to recognize the effort of each participating Beauport client. To make all this possible, Beauport sets aside 10% of its profits to fund the grants.

Sourcing

Through relationships with our network of national and regional specialists, we offer timely, fresh and independent perspectives to enhance your knowledge of topics influencing your financial affairs. – “The Two Sides of the Same Coin: Optimizing Risk & Return” Michael McClary, CFO at TOPS® /ValMark Advisors, Inc.

Our Narrative
our-narrative-md

To begin, we are an independent, locally owned, fee-based only advisory, wealth management firm combining the responsiveness of an agile boutique firm with the depth of experience, expertise and research capabilities associated with large financial corporations.

We are specialists with a dedicated focus to financial planning: retirement income planning, asset management, and comprehensive risk management incorporating insurance design.

We help our clients – individuals, families and business owners – achieve clarity, confidence, and peace of mind by working together to secure their desired financial future.

where care meets craft™
We have designed and continue to refine a proprietary advisory model that is a singular combination of care with craft. We begin by introducing the Beauport Unique Experience, a client-centered process in which the firm’s care component is a collaborative relationship with each client. Together, through detailed processes, each client’s unique vision is identified, goals are set and custom recommendations and solutions are crafted to assist each client to achieve a secure financial future, with accompanying peace of mind.

To ensure wealth goals, retirement planning and solutions progress as planned, our face to face bi-annual reviews measure progress supported by our network of national and regional financial specialists, combining to provide a matchless level of personal service, expertise and integrity our clients have relied on spanning three decades.

bsf-wealth-goals-sm

Active commitments and leadership roles with civic and charitable organizations are Beauport staples.  Our success has given us the opportunity and responsibility to share our resources creatively, empowering our clients to help support stellar North Shore charities through our valued Richard D. Wilson Community Response Gift Fund; we invite you to learn more under “Community.”

Completing our core relationships, we are part of a 50-year old national producer group of leading independent firms nationwide as a member of broker-dealer ValMark Securities, Inc. and ValMark Advisers, Inc., a registered investment adviser. ValMark is a preeminent, by invitation only, broker-dealer specializing in providing equity, investment advisory and insurance support services to independent members. We, and our clients, benefit from the buying power and technical expertise of ValMark, enhancing our services, data resources and guidance for our clients.

Community

 The wonderful quality of the human spirit is knowing we are capable of great things

2015_RDWilson_recipients-1024×574-1024×574

We welcome the opportunity to creatively apply our care principal to charitable groups and community programs uniquely through our clients’ efforts, serving North Shore individuals & families with the greatest needs.  Each year we give 10% of our firm’s profits to fund these essential programs.

Market Review

December 4, 2017

Tax Reform 2017 has now completed 2 of the necessary 6 steps as legislation has passed both the House and the Senate, the latter being an early morning (2am ET) 51-49 vote last Saturday 12/02/17.  Step # 3 is a "conference committee" typically comprised of senior members from both parties from the House Ways and Means Committee and the Senate Finance Committee that will draft "compromise" legislation that combines the House version of tax reform with the Senate's edition.  Once step # 3 is completed, the revised bill goes back to the House (step # 4) and to the Senate (step # 5) for final passage.  If and only if all the above occurs, then President Trump would sign the final package (step # 6) and the bill becomes law (source: BTN Research). The S&P 500 has gained +20.3% YTD (total return), double the index's +10.2% annual average from the…

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November 27, 2017

Last week (# 47 of the year) may have been shortened by the Thanksgiving Holiday but it followed the success pattern seen throughout this year.  The S&P 500, created 60 years ago in 1957, produced 2 more all-time closing highs, the latter being the 55th this year and 181st going back to this bull's inception in March 2009.  The index's YTD total return is +18.4%, frosting on top of a bull-run that has gained +362% (an annualized +19.2% gain) during the ongoing 8 ¾ year streak.  But bull markets do not last forever.  In the last 70 years (1947-2016), the S&P 500 has had 38 drops of at least 10%, including 11 bear market tumbles that produced losses of at least 20%.  The last 10% or greater decline for the S&P 500 occurred in February 2016 (source: BTN Research). The price of oil closed last week (Friday 11/24/17) at $58.95…

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November 21, 2017

Tax reform legislation was passed by the House 227-205 last Thursday (11/16/17).  As the bill now moves to debate in the full Senate during the week after Thanksgiving, the Congressional Budget Office (CBO) and the Joint Committee on Taxation (JCT) will be increasingly in the news.  Both organizations provide lawmakers with cost estimates for all proposed legislation, necessary data for Congress as they draft the first significant changes to our tax code in more than 3 decades.  For the "Tax Cuts and Jobs Act," some politicians favor the use of "dynamic scoring" by the CBO and JCT, i.e., forecasting models which take into account the behavioral impact of any legislative change.  Other lawmakers prefer the use of "static scoring," i.e., assuming that any new legislation would have a limited effect on taxpayer behavior (source: BTN Research). While Washington debates the intricacies of tax reform, the IRS released data last week…

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News & Events

 Each year at the firm’s holiday open house in December, the centerpiece event is awarding grants to charities, and the occasion to recognize the effort of each participating Beauport client. To make all this possible, Beauport sets aside 10% of its profits to fund the grants.

Sourcing

Through relationships with our network of national and regional specialists, we offer timely, fresh and independent perspectives to enhance your knowledge of topics influencing your financial affairs. – “The Two Sides of the Same Coin: Optimizing Risk & Return” Michael McClary, CFO at TOPS® /ValMark Advisors, Inc.

Achieving Retirement Clarity™

Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. Unfortunately, for many the task is simply too overwhelming and complex. What is missing is a clear process for how to do it. This has led us to create a comprehensive approach for “Achieving Retirement Clarity” called The ARC Process™. The process involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals. The process then incorporates into our plan the necessary risk management tools designed to protect us from unexpected events in life that might obstruct our path and hinder us from successfully reaching retirement’s peak.

Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. Unfortunately, for many the task is simply too overwhelming and complex. What is missing is a clear process for how to do it. This has led us to create a comprehensive approach for “Achieving Retirement Clarity” called The ARC Process™. The process involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals. The process then incorporates into our plan the necessary risk management tools designed to protect us from unexpected events in life that might obstruct our path and hinder us from successfully reaching retirement’s peak.

Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. Unfortunately, for many the task is simply too overwhelming and complex. What is missing is a clear process for how to do it. This has led us to create a comprehensive approach for “Achieving Retirement Clarity” called The ARC Process™. The process involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals. The process then incorporates into our plan the necessary risk management tools designed to protect us from unexpected events in life that might obstruct our path and hinder us from successfully reaching retirement’s peak.

Retirement Income Survival Kit™

R.I.S.K -/risk/… a situation involving an exposure to danger, harm, or loss.

However, our time-tested R.I.S.K. program has a different meaning, a Retirement Income Survival Kit. Our process answers questions about your comfort level in retirement …saved enough money? …concerns about outliving your assets…by providing optimal ideas and strategies to achieve your goals.  Learn how we help our clients simplify personalized retirement planning and manage their risks.

R.I.S.K -/risk/… a situation involving an exposure to danger, harm, or loss.

However, our time-tested R.I.S.K. program has a different meaning, a Retirement Income Survival Kit. Our process answers questions about your comfort level in retirement …saved enough money? …concerns about outliving your assets…by providing optimal ideas and strategies to achieve your goals.  Learn how we help our clients simplify personalized retirement planning and manage their risks.

R.I.S.K -/risk/… a situation involving an exposure to danger, harm, or loss.

However, our time-tested R.I.S.K. program has a different meaning, a Retirement Income Survival Kit. Our process answers questions about your comfort level in retirement …saved enough money? …concerns about outliving your assets…by providing optimal ideas and strategies to achieve your goals.  Learn how we help our clients simplify personalized retirement planning and manage their risks.

Life Assurance 360™
LA360

Life Assurance 360™ is a goals-based process for designing, implementing, and managing life insurance. The process educates individuals about the trade-offs of life insurance throughout the case design process, provides private underwriting services, and creates a plan for ongoing management.

CONTACT US

WHERE TO FIND US

3 Heritage Way, Ste. 2
Gloucester, MA 01930

(978) 283-0748
(978) 283-5576
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