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Dwight Wanken

Beacon Financial Advisors
Investment Advisor

Contact Information:

15851 Dallas Pkwy Ste 600
Addison, TX 75001
United States
T: 214-561-8660
F: 214-666-3959
www.raymondjames.com/beaconfinancial

Years in Business:

 

27

Clients I'm Seeking:

 

We do financial planning and wealth management for individuals and families and qualified retirement plans (401k)s for businesses, professional practices and firms.

About My Business:

 

We are a team player and do our best work for our clients when collaborating with other service professionals. Our process begins with a thorough review which we call a " second opinion diagnostic examination". This most certainly applies to QRPs where federal regs (ERISA) play a major role in being a "watchdog" for plan participants. We believe in two (2) investment principles which are inviolate. They are risk control through ASSET ALLOCATION and emotion removal through PROFESSIONAL INVESTMENT MANAGEMENT. Our watchword or motto is, "Risk is measurable and therefore is manageable". I have found that these social media sites are great to a point, that point being the degree that both parties can be really proactive with their respective clients in encouraging reviews of financial and legal planning documents and of course investment portfolios. If either referral partner can not, or will not, initiate these reviews with their clients then all they have is an information desk for clients, who often bring them a problem that could have been addressed and probably fixed prior to reaching problem status. We are looking to establish reciprocal referring relationships with professionals who believe this to be true. Forgive my candor but after 27+ years in this business we have learned what works for us and clients and what does not. If you are of like mind then we have reason to discuss this in greater detail.

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