Broker Check

5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035

503-812-1583
Retire, Exit, and Thrive&#8212;On Your Terms.<br/>

Retire, Exit, and Thrive—On Your Terms.

For over 36 years, I’ve helped successful business owners and affluent families secure the future they’ve worked so hard to build. From retirement income and estate planning to business exit strategies, I deliver clarity, confidence, and peace of mind.

Who We Serve

We Work With People Who Have Built Something Worth Protecting.

You’ve built a business, a career, or a life of accomplishment. Now, as retirement approaches, you’re asking bigger questions:

  • Will my wealth support the life I want?
  • Am I prepared to exit my business on my terms?
  • Will my estate and legacy reflect the values I care about most?

I specialize in working with affluent families and business owners, typically ages 55–70, who want more than generic advice. They want a trusted partner who understands the complexities of wealth, business, and legacy—and who can simplify it into one cohesive plan.

Roth Blueprint

The Roth Blueprint can show you how much extra tax-free wealth converting your existing 401k or traditional IRA balance to a Roth can mean for you and your family for generations. 

This is generated using sophisticated software, but only takes you a couple of minutes to enter some basic information. To get your Roth Blueprint report and start the path to a tax-free retirement and legacy, click on the button below. It’s completely free and no obligation, of course. 

Learn more
Successful Business Owners

Successful Business Owners

Serving the unique needs of business owners

Learn more
Afluent People Near Retirement

Afluent People Near Retirement

Strategies for every phase of retirement

Learn more

The 7 Mistakes Most Business Owners Make When Exiting Their Business - And How to Avoid Them

Exiting a business is one of the most significant financial and emotional transitions you’ll ever make. This guide will help you:

  • Understand your exit options
  • Maximize business value before selling or transitioning
  • Align your exit strategy with your retirement and estate plan

Download your complimentary guide today and take the first step toward exiting on your terms.

Download Free Report Now
Our Unique Approach

Our Unique Approach

A Holistic Strategy for Retirement, Exit, and Legacy.

Most advisors focus on one piece of the puzzle. I bring the whole picture together.

  • Retirement Income Planning → Ensuring steady, tax-efficient income that lasts.
  • Estate & Legacy Planning → Protecting and passing on wealth with intention.
  • Business Exit Strategies → Preparing you and your business for a successful transition.
  • Tax Planning → Structuring your wealth to maximize what you keep.
  • Long-Term Care Planning → Safeguarding assets while securing peace of mind.

When every decision is connected, you not only gain financial clarity—you gain confidence in the life you’ve built and the future you deserve.

See How Our Process Works
Why Choose Steve Beatty Financial

Why Choose Steve Beatty Financial

Why Affluent Families and Business Owners Choose to Work With Me.

With 36 years of experience and as a business owner myself, I know firsthand the unique challenges that come with success. My role is to simplify complexity and guide you with strategies proven to work for high-net-worth individuals and entrepreneurs.

  • 36 years of advanced expertise in retirement and exit planning
  • Advisor to successful business owners and affluent families across the U.S.
  • Experience handling complex, high-value estates and business transitions
    Independent, client-first approach—your goals
  • always come first

This is about more than financial strategies. It’s about making sure you and your family feel secure, confident, and fully prepared for the next chapter

Meet Steve Beatty

Solutions We Provide

Comprehensive Solutions for Your Retirement and Exit.

Holistic Retirement Income Planning

Designing a sustainable income stream that protects your lifestyle.

Learn more

Advanced Estate & Legacy Planning

Preserving your wealth and passing it on according to your vision.

Learn more

Business Exit & Succession Planning

Maximizing business value, reducing taxes, and creating a smooth exit.

Learn more

Tax-Efficient Wealth Strategies

Structuring income and assets to minimize erosion and maximize growth.

Learn more

Long-Term Care Planning

Protecting your wealth while planning for future healthcare needs.

Learn more

Client Journey (How It Works)

A Simple, Proven Process—Tailored to You.

STEP

1

Discover

We begin with a private conversation to understand your goals, values, and concerns.

STEP

2

Design

I create a personalized, holistic plan that integrates retirement, tax, estate, and exit strategies.

STEP

3

Deliver

Together, we implement the plan—and adjust as life evolves—so you move forward with clarity and confidence.

It’s Time to Secure the Retirement and Legacy You Deserve.

You’ve worked too hard to leave your future to chance. Whether you’re planning for retirement, preparing to exit your business, or protecting your legacy, you deserve clarity, confidence, and a trusted guide.

Schedule Your Private Consultation