BeamaLife Corporation is a boutique financial planning firm headquartered in Freehold, NJ with office in Weston, FL. We provide tax reduction, investments & asset allocation and financial planning services to high-net-worth & high-income individuals and businesses across the country. We have helped more than 3000 Physicians, 1000 Dentists, 600 Independent Pharmacists and other 3000 successful business owners over and above many other successful professionals and senior corporate executives to reduce substantial taxes, increase retirement income and create an additional legacy.
We also specialize in fixed income assets that provide an alternative investment for corporate cash, pension funds, endowment plans and tier 1 capital for banking institutions. Our advanced asset allocation strategy help you create equity like returns without the volatility of stock market. We work with pension plan sponsors to reduce the funding gap by enhancing the earning on their fixed income allocation and matching the liabilities with key person protection planning. We help endowment plans to improve the earning on their investment with GALIP investment strategy. We also help corporations and banks with Supplemental Executive Retirement Plan (SERP) like “Deferred Compensation”, “Section 162 Bonus”, “Split Dollar Life Insurance” and liabilities management strategies through “Corporate Owned Life Insurance (COLI)” and “Banked Owned Life Insurance (BOLI)”.
Our Core Values
- Unbiased Advice
- Uncommon Wisdom
- Mutual Learning
- Act Responsibly
- Superior Service
- We will help you create wealth with high, but safe returns
- We will bring to you the specialty knowledge that is always in the best interest of clients
- We will help you reduce taxes with smart, IRS approved strategies
- We will provide you with comparative, unbiased solutions
- We will always deliver superior service and state-of-the-art technology
- We will earn your business every day and never become complacent
Neil Jesani is President of BeamaLife Corporation. He is also a Certified Financial Planner (CFP). Neil has earned numerous high performance promotions and awards throughout his career. He has built, developed and managed very successful teams of high achievers. Neil has received many praises for his business acumen and financial expertise from many mainstream media and regularly contribute to Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox business to many industry organizations. Neil frequently invited to speak at various national and regional medical and non-medical conferences. You can learn more about Neil here.