Contact David Lee, Retirement and Financial Planner serving Bella Vista, Bentonville, Northwest Arkansas, NE Oklahoma, SW Missouri, and SE Kansas .

At Beale, Lee and Associates, Inc. we provide you strategies and financial products that you can trust.

We can help you:

Fund and facilitate a Charitable Remainder Trust
Protect income and assets from the unexpected
Reduce and avoid income taxes and estate taxes
(including taxes on Social Security income)
Avoid probate expenses
Provide stability, income and growth potential
Make the most of income streams
Provide income for a lifetime
Reduce or avoid fees and expenses on investment accounts

Don't wait, protect your future!

We do not charge fees for an initial visit or for putting together the financial evaluation.

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30 to 45 45 to 60 60
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FREE Initial visit and evaluation

(479) 876-2869 or (866) 549-3645

David Lee

Beale, Lee & Associates

411 Town Center East
Bella Vista, AR 72714

(479) 876-2869 (office)
(479) 719-6730 (cell)

info@bealelee.com

Start your FREE
Retirement Analysis

Financial Planners serving Northwest Arkansas - Bella Vista - Bentonville - Rogers - Springdale - Fayetteville - Fort Smith
Beale, Lee & Associates - 411 Town Center East - Bella Vista, AR 72714 - (479) 876-2869 (office)

Investment Advisory services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor