Beauport Financial Services, LLC.

We are honored to have received the Outstanding Community Partner Award from The Open Door at their annual Autumn Breakfast. We are proud to support such a great organization whose impact on our community never goes unnoticed. From their local markets and meal offerings to their mobile food trucks, they are constantly providing outreach to those in need and making sure healthy food is an option.??Organizations like theirs are what provide hope for so many and like they mentioned at the event, “Where you help, hope will follow”.?We are thrilled to be in partnership with The Open Door – keep up the great work Julie and team! #community #helpingothers #partnership

One of our 5 core values at Beauport is “the Golden Rule of Life” which is “Do unto others as you would have them do unto you”.?Apparently, this is something our wise leader, David S. McKechnie, CLU? has lived by before Beauport Financial was even established- check out his high school yearbook “words of wisdom” from 1979!?

There are many reasons to obtain a life insurance policy, such as: -To cover estate issues and final expenses -Trust funding for dependents -Legacy planning -Ensuring debt pay off -Tax deferred cash value savings -Replenishing wealth ? A well-designed life insurance policy has many great purposes … Have you reviewed yours recently? Give us a call at 978-283-0748 to talk about securing a life insurance plan or for an assessment on your existing policies. #lifeinsurance #financialplanning #legacyplanning

Our team had the pleasure of seeing one of our leaders, managing partner, Derek Reed, CFP?, CLU?, receive the “Sue Todd Service Award” from Pathways for Children. Derek, your commitment to give back and help those around you is one of the many qualities that make you a great leader. We are so proud of you, congratulations!

Retirement is an important financial journey- it’s essential to get it right. Our RISK Process simplifies the complexity of retirement income planning. To learn more, visit?https://lnkd.in/eD6_AKyZ or give us a call at 978-283-0748. #retirementplanning #financialconfidence

Here at Beauport Financial, philanthropy is an important part of who we are. We encourage clients to include philanthropy in their financial plans. Is philanthropy important to you? Give us a call to discuss how we can incorporate philanthropy into your financial plan at 978-283-0748 and check out https://lnkd.in/exrFN4iX to learn more about our philanthropy. #giveback #philanthropyinfinance #financialplanning #legacyplanning

Join us tomorrow at 12 pm for an "Economy in the Moment" webinar with guest speaker, Daniel Braz of State Street Global Advisors. Dan will be providing a comprehensive overview of the current economic landscape. During this webinar, we will cover a range of topics, including: ? -Current Market Environment? -Investor Behavior? -Economy, Fundamentals, and Factors? -Fixed Income and the Fed ? To join, click: https://lnkd.in/d_H26AUi

The work of ECCF would not be possible without the support of our Corporate Partners, whose generosity in 2023 helped elevate arts and culture, connect people to the internet, increase access to capacity-building resources for nonprofits, and expand opportunities for more Essex County residents to achieve their dreams and support their families. The support of the local business community is crucial to collaborative progress in our region. If your business is interested in becoming a Corporate Partner for 2024, please visit https://lnkd.in/ef6WKpCZ. M&T Bank Eastern Bank Santander Reynders, McVeigh Capital Management, LLC. North Shore Bank, A Co-operative Bank EBSCO Information Services AMG McLane Middleton Interim Executive Solutions, LLC Beauport Financial Services, LLC. Verizon Bob Goldman Law LLP Comcast Plummer Youth Promise Groom Construction Company, Inc. Pentucket Bank Morgan Stanley Beverly Hospital Addison Gilbert Hospital Long's Jewelers Peabody Essex Museum Enterprise Bank (Enterprise Bancorp) UniCare State Indemnity Plan Institution for Savings Hemenway & Barnes Endicott College LandVest Windover Construction Mariner Strategies LLC ROBIE PROPERTIES, LLC YMCA of the North Shore SV Design, Siemasko + Verbridge The Hamilton Group Iron Tree Service, LLC Cabot Performing Arts Center The Pratt Team CrossCountry Mortgage, LLC Brown Brothers Harriman