Live life fully. Manage wealth wisely.
Planning for any financial goal can feel like you’re trying to navigate
unfamiliar terrain in the middle of the night with no flashlight. At Beacon, we are
here to help you shine a light on the path to a successful outcome.
We focus our client services on six areas:
INVESTMENT MANAGEMENT
Your goals reflect you and so should your portfolio.
Click here to learn more about investment management philosophy.
FINANCIAL PLANNING
Where do you want to go and when do you want to get there?
Click here to explore our financial planning process.
TAX PLANNING
Are you sure you’re not overpaying?
Click here to read more about our approach to tax-efficient investing.
RETIREMENT PLANNING
Do you have a plan in place for the retirement of your dreams?
Click here to start planning the retirement of your dreams.
ESTATE PLANNING
Do you have an estate plan, and is it up to date?
Click here to find out more about our estate planning services.
INSURANCE ANALYSIS
Are you prepared for the financial challenges of retirement?
Click here to learn more about our insurance analysis.Our Clients Are:
Retirees, baby boomers, millennials, business owners, physicians, surgeons, entrepreneurs, attorneys…
A client’s total financial picture is comprised of many intricate details, personal and family dynamics. The advice you receive from Beacon is based on your individual goals, time horizon, and risk sensitivity. It is a custom, fee-based approached to planning and investment management guided always by what’s in your best interest; not ours.
Mark S. Germain, CFP®, MBA, ADPA®
Founder and CEO
