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How We Help

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Cultivating Clarity,
Encouraging Agency

Our process is designed to bring clarity to your situation so you understand where you are, where you’re going, and how to efficiently accomplish your goals. We take a custom approach, tailoring our advice to your unique situation and communication style, making it simple for you to make wise decisions that align with your vision of a great life.

Wealth Management

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Set Financial Goals

We begin by learning all about you, your values, and your objectives. Then we dive deeper into your financial world so we have a comprehensive understanding of your resources.

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Prioritize Goals

Next, we’ll assess where you stand in relation to your goals. We’ll look for inefficiencies, risks, and ways to maximize your financial potential.

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Initiate a Plan of Action

We’ll review our findings with you, taking time to answer your questions and give you a clear picture of your situation, options, and opportunities.

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Review and Update The Plan Regularly

Then we’ll develop a comprehensive plan with recommendations to minimize risk, maximize opportunities, and lead you efficiently toward your goals. We’ll review the plan with you, adjusting strategies as needed based on your feedback.

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Goal of Financial Independence

Once your plan is complete, if you choose us to help you implement it, we offer hands-on support for each step.

"Whatever you can do, or dream you can, begin it.
Boldness has genius, magic and power in it. Begin it Now."

- Johann Wolfgang von Goethe -

Our Location

8075 Leesburg Pike, Suite 400
Vienna, VA 22182

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Get in Touch

703.610.4094
info@BFS-Partners.com

Disclosure

Bassem Beaini is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M01122), DC, FL, GA, IL, LA, MD, MI, MO, NC, NJ, NV, NY, PA, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Bassem Beaini is licensed and authorized to offer insurance in California, but BFS BENEFITS (NON-NYL USE ONLY) may not be. For additional information on California licensure status, please click here.

Bassem Beaini is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8075 Leesburg Pike Ste 400, Vienna, VA, 22182, 703-610-4094. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, FL, IL, LA, MD, MO, NJ, NY, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Bassem Beaini is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DC, FL, IL, LA, MD, MO, NJ, NY, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Bassem Beaini is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BFS BENEFITS (NON-NYL USE ONLY) is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither BFS BENEFITS (NON-NYL USE ONLY) nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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