1. What We Do
  2. /Services

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
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