Darwin Beard

Office: Tupelo
335 E. Main St Suite B1
Tupelo, MS 38804
Direct: (662) 448-6683

Contact
darwin.beard@continuumpp.com
Direct: (662) 448-6683
Fax: (662) 842-1001

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Our Partners- Darwin Beard

Attorneys, accountants, insurance brokers and financial planners can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate.

The ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive holistic plan.

Areas of Expertise:

  • Holistic Planning
  • Tax Planning
  • Estate Planning
  • Asset Allocation
  • Risk Management strategies
  • Insurance
  • Retirement Planning
  • Estate Planning

Education:

Itawamba Community College
Baker College, Flint, MI

Affiliations:

Pleasant Grove Baptist Church

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Darwin would be a good fit for you? Give him a call today.

More About Darwin...

Darwin and his team at Continuum Planning Partners help provide that solution... in an independent, objective and integrated fashion. A single-source wealth management firm for successful executives, affluent individuals, business owners, professional athletes and entertainers, Continuum provides oversight and strategic management of every aspect of clients` financial lives. Most clients retain Continuum to be their “personal CFO,” coordinating all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.