Beacon Wealth Management Fee For Planning 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

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

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

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