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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

November 13, 2017

Tax Reform 2017 continues to inch its way to a self-imposed Christmas deadline as established by the Republicans, the majority party in both the House and the Senate.  The Senate Finance Committee released its version of tax reform last Thursday (11/09/17), just one week after the House Ways and Means Committee released its own tax reform bill.  The Senate, designed by the Constitution to be a deliberative institution that would be less impacted by the changing winds of politics, will mark-up its tax reform bill in committee this week.  The House, having already passed its tax reform bill by the Ways and Means Committee, may vote on the entire legislation before the full House this upcoming week.  The final version of tax reform, if it ever reaches President Trump's desk,…

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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

November 13, 2017

Tax Reform 2017 continues to inch its way to a self-imposed Christmas deadline as established by the Republicans, the majority party in both the House and the Senate.  The Senate Finance Committee released its version of tax reform last Thursday (11/09/17), just one week after the House Ways and Means Committee released its own tax reform bill.  The Senate, designed by the Constitution to be a deliberative institution that would be less impacted by the changing winds of politics, will mark-up its tax reform bill in committee this week.  The House, having already passed its tax reform bill by the Ways and Means Committee, may vote on the entire legislation before the full House this upcoming week.  The final version of tax reform, if it ever reaches President Trump's desk, will be a merger of the desires of both chambers (source: BTN Research). Last Wednesday 11/08/17 was the 1-year anniversary…

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November 6, 2017

The House Ways and Means Committee, the beginning point of all tax legislation in Washington, released Tax Reform 1.0 last Thursday 11/02/17.  The financial impact of the 429-page bill, officially called the "Tax Cuts and Jobs Act," will be compiled in the coming weeks, but the multiple moving parts of the legislation make it very difficult to describe the bill in our 30-second sound bite world.  Many of the proposed changes from the Republican Party expire within 10 years because in order to use the "reconciliation" process (requiring just a simple majority vote), the tax reform plan cannot "on paper" add to our country's deficit beyond a 10-year time frame.  Lawmakers generally agree that tax reform, last accomplished in 1986, is a great idea but just don't try and do it in their back yard.  The elimination of a tax deduction or credit that benefits some other group is a…

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October 31, 2017

Hurricane Harvey struck US landfall near Houston more than 2 months ago on 8/25/17. An initial estimate of Harvey's destruction was pegged at $190 billion, a dollar figure that would make it the costliest weather disaster in US history. Its damage to the American economy resulted in a net loss of 33,000 jobs nationwide in September, but predictions of the storm's impact on the nation's GDP may have been exaggerated. Growth of +3.0% in the 3rd quarter of 2017 still took place (quarter-over-quarter change expressed as an annualized result), a percentage point higher than what was anticipated, pushing our economy to a record $19.5 trillion in size (source: Commerce Department). The House Ways and Means Committee announced it will release details of its initial design of tax reform this Wednesday (11/01/17), starting the real work of changing our country's voluminous tax code. Once the tax legislation takes shape, the legitimate…

Read More
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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