Beacon Pointe Advisors

Mar 2026

I met Rick many years ago when I won a contest for a free finanacial plan-then hired him 8 years later to help me navigate a divorce with messy finances. Great listener, thoughtful, and tailors a plan to goals, while keeping it realistic. Rick takes a holistic approach and has become a trusted partner in helping me navigate the ups and downs of life and retirement.

Dec 2023

My family has moved all over the world for my work as an international development worker. Our small family of three holds four nationalities among us - as exciting as that sounds, it also involves a considerable amount of strategizing for all manner of housing, taxation and university choices. In the recognition that we consistently have financial questions and situations that are beyond what most run-of-the-mill financial planning firms are prepared to assist with, we struggled in finding a right fit in financial planners for our needs.Enter Rick Fingerman and his team who have been lifesavers on a consistent basis. Gone are the sleepless nights where I wondered how...read full review

May 2021

I reached out to Mr. Jackson from Financial Planning solutions, LLC with a few questions regarding my retirement accounts and I heard back from him within a couple of hours which was super fast! He helped explain all of my options to me, which made making my decision so much easier, and I am now more confident going forward. I truly appreciate Mr. Jackson taking the time to talk with me, and I highly recommend reaching out to him or the other associates at Financial Planning Solutions LLC for your financial planning needs!