Our comprehensive financial planning services are geared towards optimizing your whole financial plan to help you pursue your goals. Your financial advisor will help you with planning your investments, saving for major milestones, managing debt, insuring your assets and much more.
Perhaps you are saving for retirement, planning for children’s education and preparing your estate. Maybe you want to pursue financial freedom in the next few years and need help getting there. Whatever financial goals you can dream of, we will help you make a realistic plan to make them happen.
We start the process with an in-depth financial analysis and consultation. Your advisor will talk with you about your financial investment plans, desire outcomes and acceptable risk. We will work hard to create a plan that works for you.
Our approach to financial planning is to truly understand our clients’ dreams, visions and desires and tailor a plan to financial independence. We believe no two people are the same and thus we deeply connect with our clients, as we look at many different factors such as time horizon, risk tolerance, financial needs, income, taxes and risk protection to provide objective guidance to assist them in overcoming obstacles and pursuing their visions.
We offer Financial Planning and Portfolio Management under a formula of assets under management and/or a hourly consulting fee/flat fee and/or under our monthly subscription agreement.
Goals Based Financial Plan Updated Annually
Ongoing Monitoring of Goals
Progress Meeting Provided Every 4 Months
Household Family Members Guidance Included
Access to Emoney Vault and Website
Holding You Accountable
Keeping your Financial House in Order
Balance Sheet Reporting
Tax Planning Strategies
Income Needs Analysis
Company Retirement Plan Review
Debt Management Review
Strategic & Tactical Portfolio Mgmt.
Risk Tolerance Assessment
Asset Allocation Analysis
Estate Planning Strategies
What If Scenarios
Second Opinion Service
Eldercare/Long Term Care Planning
Social Security Planning
Buy/Sell Agreement Planning
Key Man Strategy Analysis
Charitable Giving Solutions
Assets Distribution Strategies
In the first 12 months, we will help you get your whole Financial House in Order in these areas:
Tax Planning StrategiesMoney ManagementFinancial PlanningEstate PlanningAll Insurance
Get Started TodayWork with Beacon Wealth to ensure your lasting financial independence. Our financial advisors are here to guide your comprehensive financial planning. Contact us today to learn more.