How we work?

At BeamaLife, we believe in unbiased advice and uncommon wisdom. We also believe there are not many financial planners like Neil Jesani, CFP in the USA today with the sophistication, transparency and financial strategies. The following is our process and what you can expect when working with us.

Initial Consultation at No Charge to you

Your initial consultation can last from 10 minutes to an hour and during this time prospective clients and Neil Jesani, CFP would be able to decide if there is mutual basis of working together. To accomplish this, Mr. Jesani needs to understand the prospective clients’ current personal finances and goals. We will not need all accurate information but when you speak with him, he will ask about; current income, investments, current savings, insurance/protection and your financial goals. Just as any brilliant doctor or attorney needs to know all the facts before diagnosing or recommending the solution.

Your Personalized Strategy and Financial Plan

If the prospective client and Mr. Jesani mutually decide to work together there will be a $5,500 fee for the personalized Financial Plan or Strategy. Over and above some financial moves, you may also need alternative products and solutions to implement the Plan. We allow our clients to purchase those products/solutions from another firm if they choose to. We believe in comparative shopping and we compare Top 100 Financial and Insurance companies to find the best option for you. However, if you place those products/solutions with us than we will waive the initial $5,500 fee since we capture a fee from the financial and/or insurance companies. For our clients’ convenience we do accept all major credit cards, check and ACH for our services.

Annual Review and Ongoing Consultation

Financial and investment plan are not “set it and forget it” and need to be reviewed often- adjustments may be needed based on unforeseen changes in your personal or professional life. At a minimum, Plans will be reviewed annually to be certain we are on the best possible path and getting the most of the Plan. Besides our unparallel expertise and two decades of experience, we also use multiple sophisticated software systems to monitor, prepare and find the best solution for you. If you have originally purchased the solutions/products from us then we will waive the $3,500 annual review fee.

We provide you WOW service to make you a raving fan

Our experienced Team possess a cumulative array of intelligence, knowledge and creativity as well as a tremendous work ethic. None of those qualities mean anything unless we make ourselves consistently available to our clients. Financial decisions can often carry with them varying degrees of stress and without the proper guidance and it is imperative that we respond quickly and effectively to a client’s concerns to help eliminate stress. With every meeting, with every call, with every e-mail, we intend to WOW you with our attentive service each and every time. Your referrals and introductions to your friends, colleagues and family is a compliment our reward and satisfaction. We’ll do everything possible to make you, our raving fan.

Please feel free to contact us with any additional questions or suggestion. We always listen and welcome the feedback.

Our Success Speaks for Itself!

Are you ready to be part of this exclusive group of smart & successful individuals?

3000

Physicians


1000

Dentists


600

Independent Pharmacists


3000

Business Owners


Testimonials

WHAT OTHER HIGH INCOME EARNERS HAVE SAID….

Regardless of the topic or question, BeamaLife has unique individuals with the right background to address my concerns. As a result, I have a much clearer understanding of how certain wealth creation strategies were the right fit for my company. I also have been able to take much higher income tax deductions for the corporation by implementing a plan set forth by Neil Jesani. They have maintained an unmatched level of professionalism during my interactions with them over the years.”

Mr. Peters
Software Company Owner, California

“BeamaLife was referred to me by my CPA for my pension plan funding. I also wanted to take care of my estate tax need. Neil and his team have done a superb job of creatively funding my pension plan, acquiring most cost-effective life insurance for our estate planning need with very minimum out pocket using velocity of money principle and putting my existing investment to second use. They also help us setting up all our estate planning documents.”

Dr. Martin
New Jersey

“BeamaLife has been a great advisor to us for many, many years. They not only helped us take higher income tax deductions but, also helped us organize our investment portfolio in an efficient manner. Through this relationship, we were able to create substantial wealth with the very low out-of-pocket expense. Neil Jesani from BeamaLife is very responsive, professional and extremely knowledgeable”

Mr. Sakaria
Multiple Pharmacy Owner, New York

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