Nurturing DREAMS
Bev Lindsey helps clients map out for their greatest goals and preserve their most precious investments.
With 36 years of experience, Bev helps clients invest and insure themselves so they can realize their true financial promise,
A Lifelong Plan for You
An Advisor Who Puts You First
A Brief Bio: Bev Lindsey
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much will it cost to pay off a loan over its lifetime?