What We Do
We focus our client services on six areas:
INVESTMENT
MANAGEMENT
INVESTMENT MANAGEMENT
Managing the investment portfolio has a lot to do with what’s going in your life and what’s important to you. Life is constantly in motion. At Beacon, we help clients decide what to do next. Whether it’s for a steady income stream for retirement, moderate growth, protecting principal against volatility or a specialized strategy we design for you.
Click here to learn more about our investment philosophy.FINANCIAL
PLANNING
FINANCIAL PLANNING
Our financial planning process begins and ends with one question: “Where do you want to go and when do you want to get there?” Through a financial inventory, we put a roadmap in place to get you to your goals.
Click here to explore our financial planning process.TAX
PLANNING
TAX PLANNING
Poor tax planning can drop returns from good to mediocre. Beacon views every part of your investing and planning process through a tax-efficient lens so you can keep more of what you earn.
Click here to read more about our approach to tax-efficient investing.RETIREMENT
PLANNING
RETIREMENT PLANNING
Retirement lasts longer than it ever has before. We help clients in every stage of the retirement planning process figure out how they can get from where they are now to the retirement they want.
Click here to start planning the retirement of your dreams.ESTATE
PLANNING
ESTATE PLANNING
Outdated estate plans may cost your heirs real money, and no estate plan means someone else’s plan becomes yours. We work alongside attorneys nationwide who are familiar with state laws to create and maintain a unique, updated estate plan that works for you.
Click here to find out more about our estate planning services.INSURANCE
ANALYSIS
INSURANCE ANALYSIS
Long-term care and life insurance are essential pieces of retirement income planning. We ensure both pieces are securely in place so your family members are taken care of and you are, too.
Click here to learn more about our insurance analysis.Our Clients Are:
Retirees, baby boomers, millennials, business owners, physicians, surgeons, entrepreneurs, attorneys…
We act as the personal CFO to clients of all ages and professional backgrounds, helping them make informed financial decisions that put them on the right path to meet their financial goals. Through tactical and strategic investments and dynamic portfolios, our clients are positioned to take advantage of market opportunities.
