Thomas Beachy

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER^™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor.

Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.

Beachy Wealth Management, LLC is not affiliated with the CFD companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, and CERTIFIED FINANCIAL PLANNER^™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

See Disclosures

Firm Start Year

2006

No. of Employees

2-4

CRD#

5220029

Firm CRD#

25427

Insurance License#

522450

Name of Broker/Dealer

CFD Investments, Inc.

States Licensed in

IN, OH, MI, FL, PA, GA

Years of Experience in Financial Services

11

Number of Years with Current Firm

8

Work Experience

Tom has been in the industry since 2006 and serving clients successfully ever since. He is a CERTIFIED FINANCIAL PLANNER^™, and licensed and experienced with Brokerage, Managed Accounts, Mutual Funds, Annuities, Stocks, Bonds, Alternative investments, Life Insurance, and other types of investments.

He believes the foundation of a good portfolio is diversification. As an independent financial planner, he can recommend most companies and is not limited to the products and services of any specific company. Tom has the heart of a teacher and wants to make sure clients are informed so they can make the right choices to fit their situation.

Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.

Beachy Wealth Management, LLC is not affiliated with the CFD companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, and CERTIFIED FINANCIAL PLANNER^™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Work with the following types of clients

Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors

Investment Types

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Video Conference, Phone, Email

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

Firm's Number of Clients

9200

Assets Managed by Firm

$1.15 Billion

Advisor's Number of Clients

225+

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

NA

Compensation Methods

Flat Fee

Additional Details on Charges

We customize a situation that works for all parties based on your needs.

BS - Accounting, Finance

Indiana University
2001 - 2006

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1885051/financialadvisor-beachy-wealth-management-detailed-disclosure

Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, and CERTIFIED FINANCIAL PLANNER^™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.