Beechwood - Wealth Advisors

Beechwood - Wealth Advisors

The Appreciative Inquiry Cash Management The Beechwood Wealthcare© Process Beechwood Wealth Roadmap

Investment Process Overview 5-Step Process Multiple Manager Approach Seek Out the Best

John S. Longstaff, CFP J. Michael Chin, CLU, ChFC

Business Education Environment Finance Government Insurance Tax

Fee Schedule & Provisions Investment Management Services Broker-Dealer Services Insurance Services State Licensing Disclosure

Choosing a Certified Financial Planner ™ Questions to Ask What Service Do You Offer? What Is Your Approach To Financial Planning? Will You Be The Only One Working with Me?

Contact us

John S. Longstaff, CFP
John S. Longstaff, CFP®

Phone: 559.320.8200
Fax: 559.320.8200
Email - johnl@beechwoodwealth.com

J. Michael Chin, CLU, ChFC

J. Michael Chin, CLU, ChFC

Phone: 559.320.8200
Fax: 559.320.8200
Email - mikec@beechwoodwealth.com

For general information and questions, please feel free to contact us at: info@beechwoodwealth.com

215 W. Fallbrook Ave. Suite 121 : Fresno, Ca. 93711 : Phone: 559.320.8200 : Fax: 559.320.8278

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