Unlock your potential with expert guidance from a trusted advisor.
Unlock your potential with expert guidance from a trusted advisor.
Whether you're recovering from a setback or seeking to improve your financial standing, our expert advice empowers you to make informed decisions, build a solid financial foundation, and achieve your goals.
For Life
Your relationship with money is a lifelong journey of learning
Local
Located in Topeka, KS and serving all of the Midwest
Custom Solutions
Ask about our exclusive financial checkup app!
I lead a woman and veteran-owned education-based financial agency, committed to empowering individuals like you. With over 33 years of military experience, including 18 years of active duty, I bring a wealth of knowledge and expertise to guide you on your financial journey.
During my military service, I spent seven years in the Retirement Office, assisting soldiers in navigating the complexities of retirement planning, and an additional six years in the Education Office, counseling and supporting soldiers with their educational pursuits. I have combined these invaluable experiences with my personal financial expertise in an endeavor focused on providing proven financial concepts that can revolutionize your mindset and approach to money.
I lead a woman and veteran-owned education-based financial agency, committed to empowering individuals like you. With over 33 years of military experience, including 18 years of active duty, I bring a wealth of knowledge and expertise to guide you on your financial journey.
During my military service, I spent seven years in the Retirement Office, assisting soldiers in navigating the complexities of retirement planning, and an additional six years in the Education Office, counseling and supporting soldiers with their educational pursuits. I have combined these invaluable experiences with my personal financial expertise in an endeavor focused on providing proven financial concepts that can revolutionize your mindset and approach to money.
Straightforward - Unbiased - Fiduciary Advice
Seasoned experts delivering unparalleled financial guidance.
Personalized strategies tailored to your unique goals.
Empowering education for confident financial decision-making.
Educate
We take an educational approach and share with you proven financial concepts which can forever change the way you think about and manage your money. We believe you are entitled to great advice in an easy to understand manner. We believe in financial success made simple.
Invest
We have investment vehicles for every phase of your investment journey depending on your time horizon and your short-term and long-term goals. Vehicles such as Roth IRAs, Education Saving Plans, Managed Accounts, Small Business Plans and many other vehicles to help you get to where you want to go. It pays to start early. Why not start today?
Plan
If the first several years of the new decade have taught us anything, it’s that most of us are not as prepared for the unpredictability of life as we thought we were. Let us help you create your own road map to financial freedom by building a solid financial house. Together we can eliminate stress, provide clarity and put you on the path for financial success.
Retire
We can help determine when the time is right for you to retire so you won't outlive your money. We have strategies to help mitigate the impact of taxes and inflation on your retirement and will help determine the proper time to take Social Security. Our goal is to ensure you retire with peace of mind.
Straightforward - Unbiased - Fiduciary Advice
Seasoned experts delivering unparalleled financial guidance.
Personalized strategies tailored to your unique goals.
Empowering education for confident financial decision-making.
Educate
We take an educational approach and share with you proven financial concepts which can forever change the way you think about and manage your money. We believe you are entitled to great advice in an easy to understand manner. We believe in financial success made simple.
Invest
We have investment vehicles for every phase of your investment journey depending on your time horizon and your short-term and long-term goals. Vehicles such as Roth IRAs, Education Saving Plans, Managed Accounts, Small Business Plans and many other vehicles to help you get to where you want to go. It pays to start early. Why not start today?
Plan
If the first several years of the new decade have taught us anything, it’s that most of us are not as prepared for the unpredictability of life as we thought we were. Let us help you create your own road map to financial freedom by building a solid financial house. Together we can eliminate stress, provide clarity and put you on the path for financial success.
Retire
We can help determine when the time is right for you to retire so you won't outlive your money. We have strategies to help mitigate the impact of taxes and inflation on your retirement and will help determine the proper time to take Social Security. Our goal is to ensure you retire with peace of mind.
Gain clarity and take control of your financial future with our concise and accessible video. In just a few minutes, it demystifies the complexities of money and presents seven straightforward steps to help you craft a distinct financial vision. Empowering you to navigate your path with confidence, this video equips you with the tools to worry less about money and savor life's moments to the fullest. Request your copy today and embark on a journey towards financial clarity and enjoyment.
Gain clarity and take control of your financial future with our concise and accessible video. In just a few minutes, it demystifies the complexities of money and presents seven straightforward steps to help you craft a distinct financial vision. Empowering you to navigate your path with confidence, this video equips you with the tools to worry less about money and savor life's moments to the fullest. Request your copy today and embark on a journey towards financial clarity and enjoyment.
Before meeting Bev, retirement savings wasn't even on our radar. We were financially illiterate for much of our adult lives. Bev changed everything. She gave us a tangible retirement goal and a clear financial roadmap to get there. It was overwhelming, but she made it easy to understand and did most of the heavy lifting. Now, we have investments, a Roth contribution plan, and life insurance. We 10000% recommend Bev to everyone, especially those feeling lost and overwhelmed. Set up a meeting with her ASAP, she'll make a huge difference!
Bev Claycamp provides a relaxing atmosphere, is very knowledgeable, and explains everything in verbiage I understand. She pays close attention to details. I trust her completely with my financial needs!
I am a recently divorced, middle aged woman with trust issues. I needed guidance as to what to do with my finances, and how to ensure stability in that. Beverly took the time to LISTEN, and to put my mind at ease. My financial future is in trusted hands.
© 2023 by Beverly Claycamp
Registered Investment Advisor Beverly Claycamp
FINRA Broker Check
bev@beverlyclaycamp..com
785-817-3836