Client Resources

Staying informed and educated about your financial planning is essential. C.T. Beach & Company, Inc. is committed to keeping our clients informed and up-to-date on relevant financial developments because we believe that your interests are best served when you are educated on key financial issues. We encourage you to expand your knowledge by taking advantage of the various tools and articles we have provided.

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Beneficial resources:

Financial calculators:

Life insurance needs analysis

¹ CAAP^® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.

The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

C.T. Beach & Company, Inc.
10 Albert Place
Cincinnati, Ohio 45227

Ted Beach, CLU, ChFC
Cell: 513-252-4258
tbeach@ctbeachco.com

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CT Beach & Company and Cambridge are not affiliated. Cambridge does not offer tax advice.

This communication is strictly intended for individuals residing in the states of KY and OH. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein,, C.T. Beach & Company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

Cambridge’s Form CRS (Customer Relationship Summary)

C.T. Beach & Company