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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, 2011 and 2012.
Read a letter from our president.
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Getting on the Right Financial Track After Graduation: Graduating seniors carried an average of more than $26,000 in student loans in 2011.
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2010 & 2011: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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