SERVICES

We provide services under the following general categories listed below: 

• Wealth Management Services - selected examples listed below:
  • Investment advisory consulting services – fee basis only (not commission basis)
  • Wealth accumulation, preservation, and transfer strategies
  • Evaluation of existing insurance policies
  • Independent insurance search and placement

We also have the ability to deliver specialized services through our affiliation with selected professionals and organizations. This allows us to provide a wide range of client solutions while maintaining our focus on our core competencies.  When appropriate, these professionals may be included as part of our team in client engagements. 

Advisory Services offered through Capital Analysts, LLC or Lincoln Investment Planning, LLC Registered Investment Advisers.
Securities offered through Lincoln Investment Planning, LLC - Broker Dealer - Member FINRA/SIPC - www.lincolninvestment.com    
(www.finra.org) (www.sipc.org)

CPA services are not offered through, or supervised by, Capital Analysts, LLC or Lincoln Investment Planning, LLC.

BEC Capital Advisors, L.P. and the above firms are independent and non-affiliated

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BEC Capital Advisors, L.P.

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