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Tired of retirement plans that don’t work? Let’s build a legacy strategy that does.
Design a family wealth system that grows, protects, and lasts for generations.
Meet the Vision Behind Beasley's Dynamic Enterprises
Where legacy meets strategy, and strategy meets soul.
For over a decade, I’ve helped clients design wealth systems that protect their future and uplift their family — without chargebacks, complaints, or regret. I blend financial strategy with family values to build legacy wealth the Rockefeller way.
Watch This First: Build Wealth Without Chargebacks, Complaints, or Regret.
Watch this quick video to discover how BDE Wealth helps you protect your family’s future and build legacy wealth the Rockefeller way.
What’s Included in Your All-Inclusive Legacy Plan
Guiding You to Live Wealthy Now — and for Generations to Come.
Peace-of-Mind Planning
Aligning Wealth With Purpose — For Generations to Come
Clarity, Direction & Financial Confidence
Why Values-Based Retirement Planning Creates Confidence
Most retirement plans focus on fear — outliving money, market risk, or rising costs.
A values-based approach helps you gain clarity about what truly matters — and build a retirement strategy around your vision. This way, you don’t just make it to retirement — you thrive through it, with confidence and purpose.
The Right Advisor Does More Than Protect Your Money — They Protect Your Purpose
Our clients don’t just retire — they rise into the next chapter of their lives, with purpose.
What Traditional Planning Gets Wrong
Stops at the Retirement Finish Line
Ignores Today’s Real Financial Risks
Built to Serve the Advisor, Not You
Leads to Confusion, Regret, or Missed Opportunities
Live Wealthy Now — Not Someday
✔️ Aligns Your Money With Your Purpose
✔️ Creates Freedom in Your Life Today
✔️ Helps You Build a Life You Don’t Need to Retire From
✔️ Empowers You to Leave a Legacy While You Live It
Ready to Live Wealthy Now — Not Someday?
Let’s Build Your Purpose-Aligned Wealth Plan.
You Deserve More Than Just Risk Reduction —
You Deserve Purpose-Aligned Wealth.
Retirement isn’t an end — it’s your next great chapter.
We help you strip away uncertainty, eliminate hidden risks, and create a financial life aligned with your deepest purpose.
There’s More to Living Wealthy Than Just Avoiding Risk…
We Help You Expand Your Legacy, Grow Income Streams, and Experience True Peace of Mind — All Through Purpose-Aligned Planning.
And It’s All in One Simple, Integrated Plan.
From Confusion to Clarity — We're Your Guides to Living Wealthy Now
You’re the visionary. We’re here to help you remove financial confusion, reclaim control, and live wealthy now — with clarity, confidence, and purpose.
How We Help:
✔️ Align your money with your values, lifestyle, and risk tolerance
✔️ Streamline your entire financial picture into one coordinated strategy
✔️ Support your journey toward more cash flow, freedom, and fulfillment
→ It's not about retiring someday — it’s about living wealthy today, on your terms.
➤ Say Goodbye To:
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Navigating conflicting advice from disconnected experts
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Questioning your financial decisions
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Following plans built on fear instead of vision
“You don’t have to do it alone — let’s build your vision of wealth together.”
Taxes Are the Silent Killer of Wealth — We Help You Fight Back
If you’re overpaying taxes year after year, it’s time to stop the leaks.
We’ll help you build a proactive tax strategy that puts more money back in your hands — so you can use it to fund your vision.
What We Help You Optimize:
✓ Social Security taxation
✓ Medicare premium adjustments (IRMAA)
✓ ROTH conversion strategies
✓ Integrating tax strategy with your cash flow, business, and estate plan
❌ Say Goodbye To:
✘ Learning the entire tax code yourself
✘ Going it alone without integrated guidance
✘ Relying on disconnected CPAs who only file forms, not build a strategy.
"Tax isn’t just a bill — it’s your biggest expense. Let’s build a plan to legally and efficiently reduce it, starting now."
Retirement Risk Advisors Are Your…
Annuity & Life
Insurance Experts
As an independent insurance agent, we can work with any insurance company in the country to get you the right insurance products to maximize your retirement.
Review of current insurance products
Assess the need for insurance products
Provide access to appropriate insurance-based solutions
Say Goodbye To
The uncertainty that you currently have the right products (we'll help you evaluate them)
Retirement Risk Advisors Are Your…
Social Security Planning
Experts
Social Security will make up a good portion of your retirement income, and you deserve every penny you are entitled to. Our experts are trained to maximize your situation.
Make sure all benefits are claimed for you and your family
Help analyze the impact of longevity
Consider Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
Say Goodbye To
Outdated government calendars that only give rough estimates
Finding an outside Social Security Expert
Risk of making an uneducated decision that can't be fixed
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Retirement Risk Advisors Are Your…
Charitable Planning
Experts
Many retirees strongly desire to impact other people's lives through charitable giving, but they are often unaware of the best way to make this happen.
Qualified Charitable Distributions (QCD)
Private Foundations
Donor Advised Funds
Say Goodbye To
Losing the tax benefits of charitable giving
Feeling like you are not doing your part to help others
Wanting to give but not knowing how
Retirement Risk Advisors Are Your…
Estate & Legacy Planning Experts
Retirement planning isn’t just about planning for yourself, but it also includes planning to maximize the transfer of assets once you pass away. Whether you want to leave your money to family, friends, or a charity we can help.
Trust and Wills
Healthcare directives
Beneficiary management
Say Goodbye To
Having the courts determine what happens to your money once you pass on
Your wishes are not being fulfilled
Losing unnecessary money to attorneys and government taxing agencies
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Retirement Risk Advisors Give You Everything
You Need To Succeed In Retirement
Plus A Plan That Attacks & Organizes All Of This For You!
Social Security Risk
Two potential issues with Social Security impacting your retirement: choosing an inappropriate age for benefits may result in significant loss, and a high provisional income can lead to taxation of benefits.
Inflation Risk
Inflation, the silent killer to retirement, erodes spending power by raising overall prices. The $50 that covered groceries in your working years might only cover half of those expenses in retirement due to inflation.
Sequence of Return Risk
Market losses while withdrawing funds affect retirement assets. If such losses occur during retirement distributions, the investment loss becomes irreversible, reducing the intended lifespan of funds from 20-25 years to only 10-12 years.
Lack of Income Diversity Risk
Diversifying income streams in retirement lowers risk exposure. Without a well-balanced and diverse income approach, retirees may lose money to taxes or see a reduction in spending power due to neglecting inflation considerations.
Tax Rate Risk
Due to factors like national debt and public policy, tax rates are likely to increase, resulting in reduced net pay from taxable and tax-deferred accounts.
Withdrawal Rate Risk
Ensuring the right withdrawal rate from your assets is challenging. Excessive withdrawals can deplete funds within 8-11 years.
Medicare Risk
Medicare, a complex health insurance program, can lead to increased premiums or higher out-of-pocket expenses if issues arise, significantly affecting your retirement.
Step-By-Step Roadmap
This road serves as a practical plan that outlines unique strategies tailored to your individual circumstances, ensuring a secure retirement devoid of unnecessary risks.
Longevity Risk
Known as the risk multiplier, the longer you live the more risk exposure you have--especially needing to fund a retirement that could last 30+ years!
Long-Term Care Risk
Surpassing average life expectancy increases the chances of a long-term care event, requiring assistance from a caretaker (spouse, child, or professional) at home or in a facility, which is costly.
Elder Financial Abuse Risk
Financial exploitation of elders may come from family members, friends, or scammers. What makes retirees easy targets is the larger assets associated with age and vulnerability.
Aid In Implementation
Connect with our team and a network of experienced professionals that will assist you in applying retirement strategies designed to ensure you get safely through retirement, not just to retirement.
RETIREMENT PLANNING
Step 1 – Team Approach
Step 2 – Get to Know You
Step 3 – Design Your Plan
Step 4 – Provide Education
Step 5 – Help You Take Action