Jeffrey Beaulieu,
Financial Advisor
(951) 789-9083
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Helping you reach your goals
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement income security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, a Registered Representative of NYLIFE Securities LLC and a Financial Advisor for Eagle Strategies LLC, I am a trained professional who can help you identify your financial needs and then determine a course of action that can best help you meet your objectives.
Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.