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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 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 Analyst 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. 

Corporate Retirement Planning


Just like our planning approach for individuals, effective corporate retirement planning does not happen by accident. It is a process that involves listening, strategic thinking and experience. Not to mention a team of professionals who are committed to developing and implementing a plan that helps meet your corporate goals and more importantly, it helps your employees meet their long-term financial goals.

At Beacon Financial Partners, we have extensive experience helping a broad range of companies develop and implement qualified and non-qualified retirement plans that are  appropriate based on a variety of factors. The combination of our corporate planning and individual planning services was created to offer a  suite of services designed to deliver value to both plan sponsor and participant.

Our number one goal is to deliver institutional quality services that are completely independent of providers and offer full disclosure and transparency of all fees.

The range of services offered by the Retirement Plan Services Department include:

  • Investment Due Diligence

  • Vendor Selection

  • Financial Education & Planning

  • Plan Benchmarking

  • Plan Design Consulting

  • Fidicuary Compliance