Your Full-service Financial Advisor in Tennessee.
Providing comprehensive wealth management and retirement planning—because you deserve the retirement you’ve been working toward.
Schedule a free conversation with a financial advisor in Franklin, TN.
We also have Nashville-area locations in Murfreesboro, Mt. Juliet, and Hendersonville!
BEACON CAPITAL MANAGEMENT
HAS BEEN SEEN IN:
Beacon Retirement Strategies Radio Show airing on SuperTalk 99.7 and Beacon Retirement Strategies TV Show seen on WSMV-TV-Channel 4 are paid placements
Your financial planner should care about more than just returns.
Beacon Capital Management helps you create a strategy for the goals and priorities
that make your retirement dreams a reality.
Understanding Your Goals
Our financial advisors provide clear strategies based around your unique goals and priorities.
Clear Guidance & Advice
Get the research & insights you need to make confident decisions about your future.
All Under One Roof
Prepare for every stage of life with one clear plan. Our financial planners coordinate with multiple professionals and in-house advisors.
Don’t let taxes derail your financial plan.
Investing in every area of your life!
Beacon Capital Management understands how your financial goals impact every part of life. Our highly-credentialed advisors will provide a clear strategy covering the five priorities.
Start a conversation with one of our Financial Advisors
Understanding Your Whole Picture
Sit down with a financial advisor near Nashville, Tennessee to explore your financial goals, priorities, and mindset.
Creating Your Plan
Your financial advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.
Helping to Keep You On Track
Our advisor is with you every step of the way—advising and adjusting your financial plan as needed.
Sit down with an advisor to discover your financial goals, priorities, and mindset.
Creating your plan
Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.
Helping to keep you on track
Our advisor is with you every step of the way, advising and adjusting the plan as needed.
Our latest resource to help guide you in protecting your investments so you can prepare for the future with confidence, even in a year like this.
In this FREE bundle, you’ll get our guides on:
Your Retirement Income Planning Checklist: Our tactical guide to help you identify what’s important in retirement income planning, including taxes, Social Security, healthcare expenses, housing, and more.
More free retirement guides available:
Money Enough for Life
Written by Pete Benson and Jon Maxson, Money Enough For Life is the financial roadmap for all ages. Don’t go into retirement without a plan.
Download Your Free Copy Today!
4 Steps to save on Taxes
Learn about the four steps you can take to put yourself in a position to save money on taxes in retirement, including steps on:
Social Security, Roth IRA, Roth 401K, and more!
Social Security in Retirement
When should you draw benefits? How do spousal benefits work? Learn How and When to start collecting.
Download your guide today!
Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.
Download your guide today!
How to Reduce Taxes in Retirement
Unfortunately, taxes follow us into retirement—but proper planning can keep them from stealing from your hard-earned income when you need it most. Here’s how to reduce taxes in retirement.
10 Reasons to Attend a Financial Seminar (Before You Retire)
Maybe you’ve wondered, is a financial seminar legit? Will you just be sold to? Most importantly, is it worth your valuable time?
Is Inflation Going Down?
How to Retire at 50
The Best Retirement Planning Books in 2023
There’s a level of deep, holistic learning and “aha!” moments you get from retirement planning books. Here are the reads we suggest for family, friends, and clients alike.
Why Is Succession Planning Important?
Estate Planning for Small Business Owners
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
The Best Retirement Party Games (For an Unforgettable Event)
Whether you’re throwing your own retirement party or planning one for someone else, we’ve got you covered with seven unforgettable retirement party games (that won’t make anyone cringe).
How to Achieve Your Retirement Lifestyle Goals
You’ve been working for it your whole life: a happy retirement. No more morning commutes, clocking in, budgeting vacation days, or meetings that could have been e-mails. For most people, letting go of your professional life means starting an entirely new lifestyle.
What is a Beneficiary? (Primary vs. Contingent, and More)
Designating both primary and contingent beneficiaries is a key part of the estate planning process.
Retired or Planning to Retire Soon?
Let’s get you scheduled for a FREE Financial Plan Checkup to discuss strategies that could help protect your savings and address potential risks to your future.
Tune in for free retirement advice!
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.
Saturdays at 7 a.m. | Sundays at 9 a.m.
Listen where you get Podcasts Apple, Stitcher, Google, and Spotify.
You Need a Complete Financial Plan
Securing the priorities in your life is more than just reaching a financial number. You have goals for every stage of your life and reaching these goals requires a plan that is built on your priorities.
At Beacon Capital Management, we help our clients in Franklin, TN and the Nashville area develop financial strategies that cover the most important areas in life. Our highly-credentialed advisors will guide you through our process to ensure your unique goals and priorities are covered.
Schedule a conversation today and build a strategy that puts you first.