WealthCrest is a financial planning firm providing guidance on
investments, insurance (home and life), SBP, college funding, TSP, retirement
planning, disability, LTC, and estate considerations. The firm actively offers
retirement and financial literacy courses for federal agencies in the Washington
DC area and prides itself on unbiased and independent advice regarding the spectrum
of financial issues that confront you. Before you retain any advisor
contact us for free advice on how to select the right advisor. WealthCrest's
primary client base consists almost exclusively of Federal and Military personnel,
both active and retired, as well as those who serve the Federal Government.
WealthCrest is owned and operated by Patrick Beagle, a CERTIFIED FINANCIAL PLANNER®.
PROFILE INFORMATION Licenses and Education Securities Licenses: Series 7 (Registered Representative),
65 (Investment Advisor), 24 (Registered Principal)
Insurance Licenses: Life, Health, Disability, and Long Term
Care
Other Licenses and Designations: CFP®
Education / Area of Study: Masters of Business Administration
in Individual Financial Planning (MBA, IFP), Master of Military Arts (MMA), Bachelors
in Business with a minor in Economics
Associations and Affiliations: Financial Planning Association,
National Eagle Scout Association, Military Officers Association of America, Marine
Executive Association
Experience
I have been providing financial and/or related advice
to clients for 14 years.
How I/we charge clients for services (please select one):
--
Fee for Financial Planning (initial, hourly,
and/or retainer)
--
Fee based on percentage of assets managed; percentage ranges
--
Commissions, trail fees, redemption fees, account fees,
etc.
X
Other (please specify): Services may
be one or a combination of the above methods. Client charges are fully disclosed
and explained. Compensation methods vary based on individual client needs.
Financial Services Provided
--
Tax preparation
X
Comprehensive financial planning
X
Investment and asset management
X
Insurance
X
Elder and long-term care planning
X
Estate planning
X
Retirement planning
X
Cash management and budgeting
X
Stock and bond brokerage
X
Other (please specify): College Funding
Strategies
Specialty: WealthCrest is a financial planning and investment
management firm dedicated to serving active and retired federal employees, military members, and
their families. Visit our Web site for more information about the firm and see what makes WealthCrest
Financial Services, LLC stand above the rest. Our firm primarily serves clients with family income
levels above $100,000 per year and invested assets greater than $100,000.
I am or my firm is registered with the SEC as an investment adviser. Yes If so, in what states? Financial Planning
Services offered through WealthCrest Financial Planning, LLC., a registered investment
advisor. Available in most states in accordance with SEC guidelines.
Number of employees who work in your office/firm (please select one):
X
1-5
__
6-10
__
11-50
__
51-99
__
100 or more
My affiliation with the office/firm:
X
Owner/Partner
__
Employee
__
Independent Contractor
__
Other: _____________________________________
Broker/Dealer Affiliation:
__
No affiliation
X
Securities products offered through
registered respresentatives of Cambridge Investment Research, Inc. (Cambridge),
a Broker/Dealer, Member FINRA/SIPC. WealthCrest Financial Services, LLC is
a registered investment adviser and is not a subsidiary or control affiliate
of Cambridge.
The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net.
