Our Why

We believe that Beyond Financial Planning is having a well rounded Total WEALTH plan that is a living document that is routinely reviewed.

We believe in providing advice that will prepare your heirs for generations to come.

We have heard so many stories and even seen first-hand, people who have worked hard to change their family’s destiny only to lose it within two generations. 

We help you protect the legacy you have worked hard to build. 

Our goal is to make it so you don’t leave a terrible mess for your families to clean up during one of the most difficult times in their lives, the loss of a loved one.

“We get up every morning with a singular focus, to help families create, protect, and keep multi-generational wealth.” – Greg Hardy CFP®, AEP®

Following the Total WEALTH Process, we will go Beyond normal financial planning to help you and your family:

N

Become more organized and deliberate

N

Communicate your wishes while everyone is still alive

N

Explain your life’s journey and your “Why” watch Sinek’s Start with Why

N

Pass on more than your assets

N

Protect your wealth from probate

Address

700 Mall Drive, Ste. C
Portage, MI 49024

Phone

Phone: 269-492-6984
Text: 269-245-0779
Fax: 269-270-3702

 

Email

Contact@Beyond-FP.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Beyond Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of  CA, CO, FL, IA, IN, LA, MI, MS, NH, OH, OR, PA, TX, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary) 

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Beyond Financial Planning, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. 
Copyright © 2024
Beyond Financial Planning, LLC