We’ll work closely with you to understand your goals, values, current financial status, and income needs.
We’ll develop a plan that will be reviewed with you, outlining recommended investments, actions, & strategies to consider.
We'll help you execute your plan by selecting the tools and resources necessary to implement your strategy.
We’ll form a partnership with you, focused on investment management and executing on your financial plan to acheive your goals!
We’ll work closely with you to understand your goals, values, current financial status, income needs & the future you imagine.
We’ll develop a plan that will be reviewed with you, outlining recommended invest, actions, & strategies to consider.
We'll help you execute your plan, selecting the tools and resources necessary to implement your strategy.
We’ll form a partnership with you, assisting with managing your investment accounts & executing your financial plan.
Beacon is an independently owned and operated financial advisory consulting firm. Our advisors answer directly to you, not to a corporate parent or company stockholders. And since we’re not investment product distributors, we’re able to maintain full objectivity throughout the planning and investment process.
Typically the different aspects of one’s financial life are viewed in a silo, without taking the other parts into consideration. Beacon views each aspect of your financial life as part of a greater whole, allowing us to give more meaningful, personalized, and coordinated financial advice.
Beacon’s independent advisors have access to thousands of mutual funds, ETFs, and alternative investments. We are unconstrained in our investment choices; allowing us to craft portfolios that offer the best possible solution for the client.
No more calling into a 1-800 number to discuss your finances with a different advisor each time. Our advisors at Beacon build personal, long-term relationships with our clients focused on helping them accomplish their financial goals.
We operate according to the fiduciary standard, meaning we’re required to make financial recommendations that are in the client’s best interest.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated.
IMPORTANT INFORMATION:
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
