Shannon Beacham, Wealth Architect with Rethink Wealth

Shannon Beacham, Wealth Architect with Rethink Wealth Wealth Architect with Rethink Wealth | Your life is the blueprint. We help build the structure. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2600 Network Blvd
Suite 130
Frisco, TX 75034
(214) 837-5199

09/29/2025

When it comes to strategic estate planning, affluent clients often face a tough decision—how to balance maintaining control over assets while protecting them from taxes and creditors. A spousal lifetime access trust (SLAT) is a highly effective tool that can address both goals. Watch to see how a well-structured SLAT provided tremendous benefits, including asset protection, tax advantages, and peace of mind for Raj and Priya. If asset protection and legacy planning are top priorities for your family, let’s explore how a SLAT could be the solution you've been looking for.

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Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the sm...
09/29/2025

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the smart decision for your financial future and get life insurance!

09/26/2025

Blended families face unique challenges when it comes to estate planning. The dynamics of bringing together children from previous relationships can introduce complexities around financial decision making and inheritance. Watch Roger’s story to learn how, with careful planning, these potential conflicts can be avoided, ensuring that everyone involved feels valued and secure. Then, let’s work together to create a tailored plan for your family’s unique needs and ensure a fair, balanced, and thoughtful legacy.

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The best time to purchase a life insurance policy is any time. Be ready, stay protected!
09/26/2025

The best time to purchase a life insurance policy is any time. Be ready, stay protected!

09/22/2025

If your estate includes significant illiquid assets, it’s time to consider whether your planning strategies offer the liquidity your heirs will need. Watch this video to see how proper planning with life insurance can address estate liquidity challenges, and let’s connect to explore how life insurance funding can help preserve your estate’s value and protect your legacy.

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When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for ...
09/22/2025

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for his wife and kids. Racquel was able to stay in their home and focus on her family’s future. Let’s talk about how you can protect what matters most—before life throws you the unexpected.

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?
09/22/2025

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer yo...
09/19/2025

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you are some tips to help you protect and save more effectively. Reach out when you have a moment and remember—you got this!

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as t...
09/19/2025

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as the cost of a dozen donuts each month.

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6000 Western Trail, Suite 120
Fort Worth, TX
76107

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm

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