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.