✔️ Tax Strategies That Could Save You Thousands—Learn how high-net-worth individuals legally reduce their tax burden in retirement. Don't overpay—know what tax-saving options exist before it's too late. 

✔️ How to Create a Lifetime Retirement Income Stream—The #1 concern among retirees is running out of money. This guide reveals professional strategies to generate consistent, inflation-protected income for life.

✔️ Estate & Legacy Planning Done Right—Without the right plan. your wealth could end up in the wrong hands—like the IRS. Learn how to safeguard your assets and ensure your loved ones receive the legacy you worked hard to build.

✔️ The Mistakes That Could Cost You Thousands (And How to Avoid Them)—Most Retirees unknowingly fall into these traps. Find out how to avoid common but devastating missteps before they jeopardize your future

Important Disclosure: Beacon Pointe did not pay to participate in any award or survey. Forbes’ America’s Top RIA Firms (2023-2024) – 2023 ranked #5 and 2024 ranked #9. FA Magazine's Top RIA Firms in America – (2014-2024) – Category $1billion+ in AUM. Barron's Top 100 RIA Firms (2018-2024) – 2018 ranked #36, 2019 ranked #20, 2020 ranked #30, 2021 ranked #21, 2022 ranked #16, 2023 ranked #15, and 2024 ranked #7. USA Today's Best Financial Advisory Firms (2023, 2024). For detailed information about annual awards and rankings, please visit www.beaconpointe.com/disclosures.