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Financial Confidence


starts with a complete plan.


What Can you Expect?

Watch our video to discover how we help clients combat retirement challenges.

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Full-Service Wealth & Retirement Planning

Prepare for four crucial areas of retirement with one clear plan. Our financial advisors coordinate with tax and legal professionals, and our healthcare specialist, to ensure you’re protected for whatever the future holds.

  • wealth

    Wealth

  • legacy

    Legacy

  • taxes

    Taxes

  • healthcare

    Healthcare

What does FULL SERVICE mean for you? Added convenience. Customized planning. More confidence.

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INSTANT DOWNLOAD

4 Steps to Save on Taxes in Retirement

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!

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.

Tune In


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


TV SHOW

WSMV News Channel 4
Saturday mornings after the morning news.

RADIO SHOW

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

MAKE THE MOST OF YOUR FINANCIAL STRATEGIES

Download your Free Guides to help plan for your retirement

Social Security Guide

When should you draw benefits? How do spousal benefits work?
Learn How and When to start collecting.

Women in Investing

What challenges do female investors face?
Download Your Guide Today!

Money Enough For Life?

A Financial Road Map For All Ages.
Download Your Free Copy Today!

Planned Philanthropy

Planned Philanthropy
Download your checklist today!

Estate Strategies

Estate Strategies
Download your guide today!

Don’t let a recession rob your retirement.

Address these four areas to help ensure you can weather the storm!

Download your guide today!

What to do in a down market

Learn why staying the course matters.

Download your guide today!