Risk Management and Insurance
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 and 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. LPL Insurance Consulting Services is an advanced planning team with more than 50 years of cumulative experience in complex case design. They have attorneys on staff with masters' degrees in taxation, planning experts, CFP®s, and seasoned large case specialists. The LPL Insurance Consulting Services team will work side by side with your Beacon Wealth Advisor, personal attorney, 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.