©2016 Beacon Financial Partners | (216) 910-1850 | toll-free (866) 568-3951 | Beacon Financial Partners, LLC. All Rights Reserved

 

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.

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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 Analyst and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

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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. 

ABOUT BEACON

Beacon Financial Partners is an independent financial planning and wealth management consulting firm in Northeast Ohio. As an independent firm, we are able to offer unbiased, conflict-free advice to our clients without being bound to a particular set of proprietary products or investments.

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"Our goal is to help forward thinking individuals achieve and maintain a more enriched, and meaningful life by delivering bright and informed financial guidance."

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Conflict-free guidance and wealth management Beacon Financial Partners is an independently owned and operated financial advisory consulting firm.

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  • Our business structure and approach helps our clients' interests to come first.

  • Our advisors are able to provide fee-based financial planning services, which enables us to provide you with  objective and unbiased financial advice and strategies.

  • We answer directly to you, not to a corporate parent or to company stockholders. And since we’re not product manufacturers or distributors, we’re able to maintain full objectivity throughout the planning and investment process.

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Our independence enables us to provide you with objective financial advice tailored to your individual needs and circumstances. We believe it’s in your best interest to manage your assets without conflicts or restrictions, and with full access to unbiased research.

 

Focused exclusively on your needs, our clients are affluent or high-net-worth individuals and families, corporate executives at public and private companies, and business owners to whom we provide financial planning, investment advice and asset management, as well as retirement plan advice for small businesses.

 

Our success is tied to your success:

 

       

  • Our business model allows us to focus on developing long-term relationships built on personal attention and an understanding of your long-term financial goals and desires.

  • Our experienced financial advisors work with you to create, update and implement your financial plan and are responsible for your investment success and overall satisfaction with Beacon Financial Partners.

  • Our experience in corporate and small business benefit consulting can help you achieve a balance between highly competitive benefits program and maintaining the bottom-line results you seek.