Services

A truly comprehensive service, financial planning at Beacon Financial always begins with understanding your unique values, goals, and objectives. Our personalized process is designed to help you pursue the lifestyle you want both today and in the future. But we don't stop there — we are committed to serving as a lifelong partner, providing long-term perspective and proven strategies that adjust with your changing needs over a lifetime.

We understand that managing wealth can be complex and overwhelming, which is why we provide customized solutions and strategies tailored to your specific time horizon, risk tolerance and goals. We simplify the process, working with you and you and your other advisors to both preserve and grow your assets. Through clear communication and transparent processes, we'll guide you confidently toward your desired lifestyle.

At Beacon Financial, we recognize that transitioning from building wealth to the wealth distribution stage can be complex and challenging. Through our retirement planning services, we help simplify this transition and optimize your outcomes. Our experienced advisors work with you to create a personalized retirement plan that can enable you to maintain your comfortable lifestyle as you move into and throughout your retirement.

Protecting your family and ensuring their needs will always be provided for is a top priority for you, so it’s a top priority for us, as well. We can help you assess your risk exposure and find the most appropriate coverage options to safeguard your family’s financial future. Whether you need life, long-term care, disability, or other insurance solutions, our experienced planners can help you find the appropriate coverage for your unique needs.

Looking to make the most of your earnings and minimize your tax burden? Beacon Financial can work with you each new tax season to identify opportunities for additional tax savings and effective strategies that align with your unique circumstances and the latest tax laws. Acting as a centralized hub for planning, we then coordinate with your tax preparer to ensure your plans are carried out.

An effective estate plan is essential to preserving your family’s lifestyle and financial future and can shield them from unnecessary tax and administrative burdens. Our estate planning specialists work closely with you and your attorney to help you develop an effective estate plan that will ensure everything is taken care of. We also conduct plan reviews and assist you in updating existing plans on an annual basis or as often as needed.