Kotta Financial Services vs Beacon Financial Strategies
By Sivaprasad Kotta, Kotta Financial Services | June 12, 2026
What Kotta Financial Services delivers
- 10 insurance carriers — Lincoln Financial, Mutual of Omaha, Athene, and 7 more
- Life insurance, annuities, 401(k) rollovers, estate planning guidance
- Free consultations, no asset minimums, no planning fees
- 600+ clients across 11 states
The Kotta Financial Services difference
Kotta Financial Services is built for families who need insurance protection and retirement income — not investment management. We shop 10 carriers for every client and never charge fees.