BeaconCFO is a strategic partnership between Bryan Costin, Peter Franz and David Olson and Beacon Financial Partners. The experienced and professional 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 proven strategies, and managing the factors we can control, our focus is to place our clients in position to succeed.

 

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 monitoring and evaluate their financial condition, including updated personal financial statements, balance sheets and cash-flow projections.

 

Investment Management:

  • We construct core portfolios of globally diversified investment vehicles designed for long-term growth.

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

  • Integrate alternative investments and strategies to help minimize volatility and align with specific client needs and priorities.

 

Employer Sponsored Retirement Plans:

  • We implement Beacon’s planning, risk and cost strategies for employees.

  • Provide advanced plan design and fee transparency for employers.

 

Life, Disability and Long-Term Care Insurance*:

  • We believe careful use of insurance can help minimize the risk that unexpected, catastrophic events could destroy our clients’ ability to meet their basic needs and goals.

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

*CPA services are not offered through, or supervised by, Lincoln Investment, Capital Analysts, or Beacon Financial Partners. 

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

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©2020 Beacon Financial Partners

Beacon Financial Partners, LLC. All Rights Reserved

Rankings are not indicative of future performance and are no guarantee of future financial success. Firms do not pay a fee to be placed on the list. For source and details of rankings, click here.

©2020 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/SIPCwww.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO,  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.