Financial Planning

Prepare for the Future You Want

Crafting your financial plan means getting to know you, your dreams and aspirations. Every new relationship begins here. Here is a snapshot of our planning process:

1. Establish and define Advisor-Client relationship.
2. Gather Client information.
3. Analyze and evaluate Client’s current financial status.
4. Develop and present holistic financial plan and recommendations.
5. Implement Financial Planning recommendations.
6. Monitor.

If you are not seeking a full-service relationship including investment management; we can likely work with you in whatever capacity makes the most sense. We are one of only a few firms willing and able to provide flat fee and hourly financial planning to our clients who have the time and enjoy managing the day to day aspects of their investment and retirement accounts.

Investment Management

A Plan as Unique as You Are

At Beacon Wealth Advisors, we take the time to get to know you and then create a strategy that suits your needs, not ours. Every client is different; that is why we go through the Financial Planning Process and develop a Personal Investment Policy Statement (PIPS) with every client before discussing investment strategies. These documents provide clear, precise direction for our work with clients. Join us to learn more.

Corporate Benefits

Our team will work with you to develop a comprehensive, cost effective benefits program to help manage the needs of your company and your employees. We have been working side by side with business owners for over a decade to provide them with the advice and strategies they require to manage their personal and business finances and benefits. We will serve as your point person, and help you create a plan to pursue your goals. Our key services include oversight of your personal and business finances, retirement plan development and management, group health plans, ancillary benefits (including life, disability, AD&D and long-term care insurance) as well as employee education seminars. Additionally, we have expertise in key person benefits, golden handcuff plans, non-qualified deferred compensation planning, buy-sell funding and more.

Education Planning

Education is Priceless

It’s never too early to think about providing a quality education for those you love. We offer a number of select 529 college savings plans to pursue your savings needs and conduct quarterly due diligence reviews to assure you’ll be ready to confront the challenges. Our team is also well versed in the Financial Aid process having worked with dozens of clients to determine their EFC and submit the required applications, as well as evaluating alternative funding strategies where appropriate.


A Wealth of Resources to Manage Yours

With success comes greater exposure to liability. Through our risk management programs, Beacon Wealth Advisors can help you protect what’s most important to you. Our available insurance services include life, health, disability, long term care, and property & casualty insurance strategies designed to reduce the exposure to liabilities often beyond your control. Our relationship with LPL Financial and LPL Insurance Associates allows us to tap the wealth of knowledge LPL Insurance Consulting Services has to offer.

ICS is an advanced planning team with more than 50 years of cumulative experience in complex case design. They have an attorneys on staff with a masters degree in taxation, a planning experts, CFPs and seasoned large case specialists. The ICS team will work side by side with your Beacon Wealth Advisor, personal attorneys and CPA to implement the appropriate solution for your individual situation or business. Beacon Wealth Advisors also has an in-house insurance expert with an in-depth understanding of how to place your business among the over 35 carriers we have selling relationships with. We put the power of independence to work for you to find the best options available for your specific needs and circumstances.

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