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Campbell Wealth Management
Evan Beach is a Wealth Manager with Campbell Wealth Management in Alexandria, Va.
Beach is known for his knowledge of the planning issues that arise in retirement, including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues.
Making further education a priority, at the age of 26, Beach earned his CERTIFIED FINANCIAL PLANNERâ„¢ certification becoming one of only 3.3% of CFPÂ® practitioners in their 20s. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor, an industry designation awarded to those with specific planning knowledge for high net worth individuals.
Successful estate planning takes taxes into consideration, and some significant retirement legislation that just became law changes the equation on that. Here are four specific ways to protect your heirs and yourself.
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