Our Services

Beacon is a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom.

As a client, you’ll enjoy the following specialized services:
  • Wealth Planning & Investment Service
  • Retirement Income & Distribution Planning
  • Tax Reduction Planning
  • Family Wealth Planning
  • Educational Events & Communication
  • Personalized Attention
  • Consulting Services For Businesses

Wealth Planning & Investment Services

Frequent meetings to review and evaluate your investment performance, update your financial objectives, and if necessary, reallocate your portfolio
Development of a personalized portfolio and continual monitoring of your investments
Recommendations regarding investment choices within your employer-provided retirement plans

Retirement Income & Distribution Planning

Recommendations regarding the most appropriate distribution strategy for your IRAs and employer retirement plans, including IRAs, 401(k), 403(b), 457 and other pension and retirement plan accounts
Analysis of your income needs now, and into the future, to help you maintain a comfortable standard of living in retirement
Analysis and recommendations for ways to maximize your social security benefits
Analysis of the beneficiary structure of your retirement plans
Review of the possibilities of converting to a Roth IRA
Analysis of potential estate tax liabilities
Business owner exit planning

Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities to help reduce tax liabilities
Tax reduction strategies including tax advantaged investments
Quarterly review of your tax situation to incorporate new tax law changes
Complimentary consultation with your tax preparer

Family Wealth Planning

Analysis of your current estate plan and potential tax liabilities
Review your account beneficiary designations and asset titling
Assistance transferring assets to your Living Trust or other trusts
Analysis of your insurance and long-term care needs
Facilitation of a legacy session to educate the next generation
Complimentary consultation with your attorney
Guidance and advice in the event of the death of a loved one

Personalized Attention

Frequent reviews
Independent, fiduciary-driven financial advice
One-on-one planning for all your life events
Secure online access to your accounts and online planning tools

Consulting Services for Businesses

Employer 401(k) Plan Consultation and Management
Proactive Tax Strategies
Retirement Plan Guidance and Exit Planning
Corporate Structure

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