Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
James Beasley
President, Beasley Advisors
At Beasley Advisors, we strive to ensure you and your loved ones are financially prepared for emergencies to ensure you and your family are covered. Helping protect clients’ principles, we tailor retirement solutions to each client’s specific needs. Providing clients with a stream of income that will never run out, we help them see their retirement goals are within reach. We offer a unique, comprehensive, and thoughtful approach to meeting our clients’ needs without being intimidating. Assisting you in the retirement planning process, we can offer solutions to protect your assets from loss, even in these volatile times. We partner with our clients to provide guidance in meeting your financial goals. Committed to services and excellence, we work to exceed your expectations and ensure you have the peace of mind to know that your family will be taken care of as long as you live. At Beasley Advisors, our clients are our family.
Client Testimonials
Upon retiring after 23 years with a company and moving a thousand miles from home, I was faced with the dilemma of the 401K rollover. Trying to find an advisor whom one could trust would take lots of patience. Three years later, having found a church family, my wife and I met Mr. Jimmy Beasley. He had a great personality and also a good sense of humor. It was soon thereafter I invited him to review my material. We spent a good amount of time just getting to know each other and he had me laughing quite a bit. This was just one of the deciding factors that could move me towards making a decision. After he reviewed my 401K plan, he was thorough in his explanation as to what my options were. He also gave me the choice of using another advisor. I truly valued his honesty and respect. Jimmy has the type of personality that just adds spark to the relationship. It is such a relief to be stress free from financial worry. Thank you Jimmy for all you do as a friend and as my personal advisor.”
“It has been a real pleasure working with Jimmy Beasley the last seven years. He treats my wife and me like friends and family. I have great confidence in his integrity, his ability and his knowledge. We were tired of losing our shirt in the stock market and were looking for a safe yet profitable place to put our life savings. We attended one of Jimmy’s seminars and decided that he was our man. We have not been sorry. I would recommend the services of Beasley Insurance and Advisors to anyone. We have not lost a dime and have averaged around ten percent profit on our principal each year. There may be a greater profit to be found, but we could not stand the risk at this time in our lives. Our money is safe and sound and we are very happy.”
“When my husband’s job of 42 years came to a sudden and unexpected end, we were faced with many decisions concerning our retirement fund. He had a 401K through his employer, which had basically been taking care of itself with little input from us. Now, everything had changed and we needed guidance as to how to best invest these funds to insure our future. At our age we did not need to venture into areas of investment with risk factors, but we did want to achieve as much return as possible. Jimmy Beasley met with us shortly after my husband’s “early retirement” and worked with us on a personal investment plan which has given us a sound and reliable return. Most importantly, we have complete peace of mind knowing that our future is secure. I have recommended Jimmy to several of our friends who were dealing with large impersonal investment groups that were not meeting their individual needs. If what you are seeking is one on one personalized financial advice, I believe that you would benefit by scheduling a consultation with Jimmy Beasley.”
“My dealings with Jimmy Beasley have been a pleasure, as I find him knowledgeable, caring, professional and honest. Jimmy is always working to improve his skills and knowledge to help and to advise his clients of the changes in the financial field. He is qualified to advise on financial goals, life insurance, health insurance and any other needs.I am pleased to recommend Jimmy Beasley as a professional advisor to my friends.” –
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.