Broker Check

Services

At Beacon Financial Group, we provide assistance in the following areas:

Investments

  • Bonds

  • Check Writing

  • Common Stock

  • Debit Card

  • Educational IRA

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuities

Financial Planning

  • Retirement Planning

  • Tax Reduction Strategies

  • 401k Plans

  • 403b Plans

  • College Funding

  • Estate Planning

  • Asset Management

  • Money Purchase Plans

  • Profit Sharing Plans

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

  • Individual Health Insurance

  • Group Health Insurance