Nurturing DREAMS
Bev Lindsey helps clients map out for their greatest goals and preserve their most precious investments.
With 38 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
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine how soon you can pay off your mortgage.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?