Samantha Brandon Beverley named by LifeMark as the firm's Largest Female-Owned Firm in New York

PLEASANT VALLEY, N.Y. - EntSun -- Hudson Valley Financial Planner Samantha Brandon Beverley Recognized by LifeMark Securities as the firm's Largest Female-Owned Financial Planning Practice in New York

Pleasant Valley, NY — Samantha Brandon Beverley of Pleasant Valley, New York, has been recognized by LifeMark Securities as the firm's largest, female-owned Financial Planning practice in New York, marking a significant milestone in her career and highlighting her influence within the financial services industry.

Breaking the mold in a traditionally male-dominated profession, Samantha is committed to changing the conversation around financial planning. In a revolutionary move, Samantha has successfully created both a Guaranteed Lifetime Income division as well as a specialized healthcare division within her practice, creating a one-of-a-kind forecasting model that addresses critical gaps in traditional financial planning—specifically the lack of guaranteed income to supplement Social Security as well as the potentially catastrophic costs of healthcare in retirement. The incorporation of both guaranteed income and unanticipated medical expenses into her practice highlights her commitment to forward-thinking financial planning and her determination to revolutionize the industry. In a recent conversation regarding her Firm, Samantha stated, "These divisions, Lifetime Income and Healthcare, are exactly what I intended when launching my Firm. I wanted my strategies to be thorough, thoughtful and true. Income shortfalls and healthcare expenses shouldn't be one-liners in a financial plan. They should be front and center. We can't afford to shy away from these conversations. These pieces, and the lack of planning for them, are a large part of why so many retirements go sideways. So, let's talk about it. Let's have the discussion and lay it out there. Let's try to close the gap." This statement is just one of hundreds that have set Samantha apart in the industry. Her openness, her willingness to have the tough conversations, and more importantly, her determination to find solutions for clients so they can feel more confident heading into retirement are a testament to the Firm she has created and the exponential growth the Firm has seen.

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LifeMark Securities congratulates Samantha Brandon Beverley on this well-earned recognition and commends her continued commitment to innovation, excellence, and client-centered financial planning.

For more information, please contact:
LifeMark Securities
914-506-9026

LifeMark Securities supports financial professionals dedicated to delivering comprehensive, personalized planning solutions that help clients achieve long-term financial confidence.