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Financial Confidence

starts with a complete plan.

Watch Our Story Beacon Capital Management


Get Started In

3 Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Evaluate your current financial situation – looking at your investments, insurance, legal and accounting needs to determine what options are right for you.


Review your customized financial plan (Wealth, Taxes and Legacy) designed to meet your needs and lifestyle.

Income planning checklist-stacked


Your Retirement Income Planning Checklist

With this instant download, you'll discover:

  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • What taxes really look like in retirement

Today's retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.


In the Media

Tune into “Beacon Retirement Strategies” with Pete Benson and Jon Maxson, both on TV and the radio!


WSMV News Channel 4
Saturday mornings after the morning news.


99.7 SuperTalk
Saturdays at 7 a.m. | Sundays at 9 a.m.

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