Beverly A. McBride, CDFA

CONNECT

Address:

400 Main Street, Cottage 6, Suite B
St. Simons Island, GA 31522

Phone:

912.268.2176

Fax/Other:

888.320.0103

Managing family investments & financial planning is



a full-time job.



Do you want it to be yours?



 



Are you responsible for coordinating all holdings yourself?    For determining when to make appropriate adjustments in response to changes in the economy?  Personal circumstances?  Advancing years?  Are you unsure as to what those adjustments should be? 


 


Do you struggle to clearly state, in terms as detailed as are comfortable for you, what financial holdings you have and why?

 



Is your current planning reactive?  Have you put most or all of your investments, insurance, and other financial structures in place in response to someone else's need to sell you something?


 


Has it been more than a year since you were contacted by your advisor to meet for a review of your financial circumstances, so as to ensure that your investments and plan keep pace with any changes?


 


 Have you not gotten a "Second Opinion" on your entire financial holdings and structure since the last recession hit in fall 2008?


 


Are you working with an advisor “inherited” from a deceased spouse or parent?


 


If you answer yes to some or all of the above, please click the "CONNECT" button at top right. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck