©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. 

David Olson

MBA, CHFC® Founding Partner
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(216) 910-1857
Email
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David has been in the wealth advisory industry since 1992.

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As Beacon’s Financial Officer, David oversees all the financial aspects of Beacon Financial Partners and Beacon Financial Advisory.

 

David uses a strategic approach to income management for retirees and high net worth individuals, investment risk control, estate distribution and tax minimization techniques. 

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David earned his MBA in Finance from the Wharton School in 1990 and his ChFC®(R) designation in 1997 and sits on the boards of several civic and business organizations.