What AI says about Beekman Financial Planning LLC

Beekman Financial Planning LLC provides comprehensive financial planning and wealth management, integrating investments, pensions, insurance, retirement planning, estate planning, and education planning into a coordinated plan. The firm operates on a fee-based model (with insurance services treated separately) and offers discounted fees for clients with at least $250,000 under management, plus a custom-tailored financial plan every three years. They target executives, business owners, professionals, and retirees, offer complimentary initial consultations, and primarily serve clients from New York City with options for electronic communication.