Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, providing the ultimate client planning experience.
The integration of sound financial planning with the innovative investment platform provided by our strategic partner - Capital Analysts, Incorporated - affords a financial service experience unique to our clients.
We believe financial advice is a process not a product.
Our clients all have various life goals and visions for their future. Our focus is to understand what these are and in turn recommend strategies that we will help implement to accomplish their mission.
The relationship may start with helping to answer tough questions like these:
•Financially, what is keeping you up at night?
•What is your strategy to generate your "paycheck" in retirement?
•Are your assets positioned for a market correction? Are you protected?
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Through our process the impact is realized in these areas:
•Forecasting retirement needs
•Balancing market risk versus investment return
•Determining how much insurance is needed
•Evaluating education funding strategies
•Integrating additional investment strategies
•Minimizing income tax liability
•Executing a charitable giving strategy
•Implementing a well-coordinated estate plan
•Assisting business owners with their corporate benefit programs
and succession plans
Specialties
Retirement Planning, Financial Planning, Alternative Investments
