Broker Check

Beacon Wealth Management Fee For Planning Services

We offer Financial Planning and Portfolio Management under a formula of assets under management and an hourly consulting 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

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

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

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.