As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with Beachy Wealth Management LLC, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and advice around: o Wealth Managemento Retirement Planningo Employee Benefitso Insurance and Risk Assessment… Show more As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with Beachy Wealth Management LLC, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and advice around: o Wealth Managemento Retirement Planningo Employee Benefitso Insurance and Risk Assessment At Beachy Wealth Management, we are here to help educate clients about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you’ll visit our website at http://www.thomasbeachy.com and add our site to your list of “favorites” in your internet browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance.Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600 Show less

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600