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.