Business Focus
Beltz Financial Group emphasizes that planning makes the difference, helping to create clarity within the chaos for our clients in a way unique in our industry.
As a graduate of Carnegie Mellon University, I have been in the Financial Services profession since 1996. My approach with clients is to understand their specific circumstances, share where they currently are and identify where gaps exist. From here, I am able to share strategies relative to prudent risk management and various accumulation programs helping make the future our clients desire come to pass. The difference compared to many other advisors is that I combine these competencies seamlessly, incorporating strategies that complement one another.
All products offer strengths and weaknesses, but how these solutions work together is where the magic happens. In my years of experience, I have found that most advisors focus on only one competency, ultimately leaving gaps for their clients. Beltz Financial Group services a diverse group of people, but our primary business focus is with small business owners, pre-retirees, and young families with children.
For our small business market, we focus on retirement planning for business owners, business continuation planning, and key employee retention. For pre-retirees, the focus is positioning our clients to maximize their retirement income while considering all relevant risks. For the young families, we aim to create strategies on funding their children’s college education without jeopardizing their own retirement future.
Over the years, I have garnered insight into these 3 specific markets, not only from professional development and designations, but real life experience dealing with multiple recessions and some of the longest lasting bull markets. This professional and practical experience enables Beltz Financial Group to provide invaluable knowledge and strategies for our clients.