Services
Beacon is a fee-based financial planning firm. Our professional planners have been providing financial services since 1986. We carefully tailor our services to our clients' goals. Some people are interested in developing a comprehensive financial plan. Others would like help in addressing a specific need, such as saving for retirement or investing for a child's education. Below are a few of the areas in which we can be of service.
Beacon Provides Individuals and Families With:
- Fee-based financial planning
- Portfolio analysis and management
- Retirement needs analysis
- Education funding strategies
- Insurance needs analysis
Beacon Provides Business Owners With:
- Retirement plan selection
- Benefits maximization
- Risk reduction
- Succession planning
- Stock option strategies
