Zac Beckhusen, CFP ®️, AWMA®️

Zac Beckhusen, CFP ®️, AWMA®️

Financial Advisor

I partnered with LPL Financial to provide comprehensive wealth management and financial planning in an effort to ensure my clients have the stewardship and professionalism they deserve.

My practice focuses on working with retirees, and typically working with those who are approaching retirement and going through the retirement transition, and need to deal with issues like the timing of claiming Social Security benefits, figuring out whether they’ve got enough saved for their retirement to make the leap, how to do the actual retirement transition smoothly, and then coordinating the liquidation of the retirement accounts and brokerage accounts to replace their paycheck and sustain a comfortable retirement as long as needed.

If you happen to be considering or going through a transition such as retirement, job change, divorce, business succession, sudden wealth planning (i.e. inheritance or large asset sales) or even college planning for kids, we’d love to talk to you.

Interests

  • Helping my clients
  • Spending time with my wife, my two sons and two cats. 
  • RVing, soccer, wakeboarding, snowboarding & playing bad golf. 
  • Attempting to perfect BBQ on the Traeger 
  • Watching WSU Football (or any team playing against the UW Huskies). 

Areas of Focus

  • Retirement Income Planning
  • Sudden Wealth Event(s) Planning 
  • Estate Planning Strategies
  • Investment Management 
  • Retirement Health Care Planning 
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Small Business Retirement Plans & Succession 
  • College Funding Strategies 

    QualificationsImage result for CFP logo

    • CERTIFIED FINANCIAL PLANNER® Professional 
    • AWMA® - Accredited Wealth Management Advisor
    • Series 7, Series 63 and Series 66 licenses, held through LPL Financial
    • Life and Health Insurance Licensed
    • Certified Instructor for Financial Educators Network 
    • Adjunct Professor at Portland Community College for Rejuvenate Your Retirement® 
    • Adjunct Professor at Whatcom Community College for Savvy Tax Planning for Retirees®

    Education

    • Washington State University, BA Marketing (2002-2006)
    • College of Financial Planning, AWMA® (2016)
    • The American College, CFP® (2017-2018)

    Professional Associations

    • MDRT**
    • NAIFA
    • FSI
    • WSUAA Lifetime Member