BeaconCFO is a strategic partnership between Bryan Costin, Peter Franz**  and David Olson and Beacon Financial Partners. The BeaconCFO team provides tailored financial solutions for each client.

 

Our goal is to help our clients build and protect their wealth in an environment that is constantly changing. Our business is based on implementing strategies to manage uncertainty and risk. We prepare for a range of economic and investment environments and accept risk only when we believe it is necessary. By executing tested strategies, and managing the factors we can control, our focus is to place our clients in position to succeed.

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We are available to provide advice and service in the following areas:

FINANCIAL PLANNING
  • We provide goal-oriented strategies for retirement, education, business transition, estate liquidity and distribution.

  • Implement strategies that seek to minimize risk and align with client objectives.

  • Provide tools to our clients to monitor and evaluate their financial condition, including updated personal financial statements, balance sheets and cash-flow projections.

EMPLOYER SPONSORED RETIREMENT PLANS
  • We implement Beacon’s planning, risk and fee strategies for employees.

  • Provide advanced plan design and fee transparency for employers.

INVESTMENT MANAGEMENT
  • We construct core portfolios of globally diversified investment vehicles designed  to match risk-adjusted returns with client objectives and timelines.

  • Monitor investment risk and return, fees, taxes and comparative performance.

  • Evaluate market conditions, industry trends and investment firms and strategies.

LIFE, DISABILITY, LONG TERM CARE INSURANCE
  • We believe insurance can help minimize the financial jeopardy of  the unexpected, catastrophic

  • Evaluate insurance contracts and premiums to help provide the most efficient risk reduction.

Neither asset allocation nor diversification guarantee a profit or protect against a loss. Investing involves risk and including potential loss of principal. No investment strategy can predict the future, guarantee a profit or guarantee against loss in periods of declining values.*Tax and CPA services are not offered through, nor supervised by Beacon Financial Advisory, LLC/Beacon Financial Partners, Lincoln Investment or Capital Analysts. Insurance services are not offered through, or supervised by, the Lincoln Investment Companies.

**Peter Franz is not affiliated with Lincoln Investment or Capital Analysts.