TOP 100 MAGAZINE

Kyle Beckhusen, CFP®, CLU®

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“Retire by design, not by default.” This is one piece of advice Kyle Beckhusen gives the clients he serves. With a passion for helping people become financially independent, Kyle gets incredible joy and satisfaction from watching plans come together. “Getting to walk clients through different stages of life from having their first child to eventually passing wealth down to the next generation is incredible to a part of,” he states. As a senior financial advisor at Wright Associates, Kyle remains steadfast in his focus on helping individuals and families reach their financial independence and retire with confidence.

 

With special emphasis in the areas of retirement planning, intergenerational family wealth, and employer stock options, the company is known for its proactive approach that’s hyper-focused on the client. Named a Million Dollar Round Table member in 2019 and 2020, Kyle is one of four advisors at the independent financial firm that services 140 clients with over $250 million in assets. Prior to joining Wright Associates, Kyle spent nearly a decade at a Fortune 500 company, learning the intricacies of the insurance business. Now, he leverages the knowledge he’s gleaned into a comprehensive financial plan for his clients. “Helping clients become financially independent while they achieve their goals and dreams is the reason I’m in this profession,” he states.

 

Kyle graduated cum laude with a bachelor’s in business administration from Geneva College.

 

 

Kyle Beckhusen, CFP®, CLU®

Senior Financial Adviser — Kathleen S. Wright Associates

Website: https://kswrightassociates.com/

LinkedIn: https://www.linkedin.com/company/kswrightassociates/  

Facebook: Kathleen S. Wright Associates