The Team

Beatty, Betts & Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Steven Beatty

Steven Beatty

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

Bachelor of Arts, 2007, Siena Heights University, Adrian Michigan, C.F.P. Cert. Curriculum, 2011, The American College, Bryn Mawr Pennsylvania
CA Insurance #0G61278

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David M Betts

David M Betts

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

BBA Bachelor of Business Administration - Western Michigan University- 1996

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