David Kechnie, as Managing Partner and Chief Investment Officer at Beauport Financial Services, LLC, leverages over 26 years of extensive experience in the financial services industry to deliver tailored wealth management solutions. His expertise spans a comprehensive range of financial disciplines, including investment strategies, estate...
David Kechnie, as Managing Partner and Chief Investment Officer at Beauport Financial Services, LLC, leverages over 26 years of extensive experience in the financial services industry to deliver tailored wealth management solutions. His expertise spans a comprehensive range of financial disciplines, including investment strategies, estate planning, and retirement planning. David's commitment to crafting risk-managed plans is evident in his approach to integrating investments, estate considerations, and insurance needs, ensuring that clients not only build but also protect and transition their wealth effectively.
At Beauport Financial Services, David leads a dedicated team that focuses on understanding each client's unique financial goals. By employing sophisticated investment strategies and utilizing his Chartered Life Underwriter (CLU) designation, he provides clients with insights that are both strategic and actionable. His proficiency in areas such as life insurance, fixed annuities, and 401(k) planning allows him to create comprehensive financial plans that address immediate needs while also preparing for future contingencies.
One of David's key projects involves developing innovative retirement planning solutions that adapt to the evolving financial landscape. He emphasizes the importance of income planning, ensuring that clients have a sustainable income stream throughout their retirement years. By fostering long-term relationships built on trust and transparency, David and his team at Beauport Financial Services strive to empower clients to make informed decisions that align with their financial aspirations. His philosophy, echoing Ben Franklin's wisdom on the value of knowledge, underscores his belief that informed clients are better equipped to navigate the complexities of wealth management.
