Beacon Wealth Management Financial Coaching Services

We offer Financial Planning and Portfolio Management under a formula of assets under management and/or a hourly consulting fee/flat fee. 

Goals & Objectives Services

Goals Based Financial Plan Updated Annually 

Goal Implementation

Ongoing Monitoring of Goals

Progress Meeting Provided Every 4 Months

Household Family Members Guidance Included

Access to Emoney Vault and Website

Behavioral Planning

Holding You Accountable

Keeping your Financial House in Order

Annual Services

Cash Flow/Budgeting

Balance Sheet Reporting

Tax Planning Strategies

Retirement Planning

Income Needs Analysis

Insurance Planning

Company Retirement Plan Review

Debt Management Review

Beneficiary Analysis

Strategic & Tactical Portfolio Mgmt.

Risk Tolerance Assessment

Risk Management

Asset Allocation Analysis

In the first 12 months, we will help you get your whole Financial House in Order in these areas:

Tax Planning Strategies
Money Management
Financial Planning
Estate Planning
All Insurance

As Needed Services

Estate Planning Strategies

What If Scenarios

Second Opinion Service

CPA/Attorney Consultation

RMD Planning 

Eldercare/Long Term Care Planning

Social Security Planning

College Planning 

Business Planning

Buy/Sell Agreement Planning

Key Man Strategy Analysis

Charitable Giving Solutions

Assets Distribution Strategies

Purchase Planning

Income Strategies

We offer financial advice on a fee basis. Please speak to your advisor about specific information regarding fees. 

It’s Your Vision, It’s Our Guidance

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

1020 Galloping Hill Rd. Ste. 202 Union, NJ 07083 07054 – 973.335.0100 ph. – 973.556.1645 Fax

4 Mill Ridge Ln. 2nd Fl. Chester, NJ 07006 – 973.403.9808 ph. – 973.228.3161 Fax

45 Bloomfield Ave. Caldwell, NJ 07006 – 973.335.0100 ph.