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About Beacon Financial Group

In times when so many firms and institutions are claiming to do the same thing, making advisory choices is more complex than ever. Beacon's niche is providing specialized financial planning services to business owners, executives, and high net worth individuals.  We have assembled a team who has experience in various financial disciplines which will help our clients navigate the complex and changing tax issues our clients face.

In developing your personal financial plan, our team of financial professionals draw upon their combined 175 years of experience and technical knowledge of financial and estate planning to design and implement customized financial plans based upon your needs.  The objective of the financial plan is to provide each of our clients a tailored financial road map that will provide guidance in the coordination of financial planning strategies which will minimize their exposure to taxes and allow them to maximize their assets potential.

The Beacon team provides you with expertise in the following areas: 

  • Estate Planning
  • Investment Management Programs
  • 401(k)/Retirement Plan Services
  • Retirement Plan Design

Beacon is focused on minimizing taxes and maximizing wealth.

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ESTATE PLANNING

Enjoy the fruits of your labor. Beacon Financial Group will help plan for your retirement and excite you for what’s to come.

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INVESTMENT PLANNING

Rising education costs require a forward-thinking plan. Beacon Financial Group can help you prepare for one of life’s biggest investments.

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401(K)/RETIREMENT PLAN SERVICES

We believe small businesses are the backbone of America. At Beacon Financial Group, we do our utmost to help your business thrive.

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SCHEDULE A MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

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