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Beacon Financial Planning Services, Ltd., serves clients in several states. We offer comprehensive financial planning and consulting and a full range of services and products to help you plan your financial future and achieve your goals. Our office is located in Plainfield, Illinois.
At Beacon Financial, we will partner with you to develop a doable course of action starting with your personal situation, timeline, comfort level, and values. If you don't understand something, we will explain it to you. For example, if you are not sure about a particular strategy or investment, we will tell you why we think it could work for you, or we'll find a more comfortable alternative.
We think you'll agree that our way is anything but impersonal.
Diane R. Maloney, CFP® is president of Beacon Financial Plannng Services, Ltd.
She is a Five Star Wealth Manager Award Winner for 2010 and 2011.
Read a letter from our president.
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Featured Content: Latest Article and Market Commentaries
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Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.
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5 Star Wealth Manager Award: Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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