Beacon Capital Management is a full-service wealth management firm serving the Nashville area.
Investment and Income Planning | Tax-Efficient Strategies | Healthcare Planning | Legacy and Estate Planning
At Beacon, we take a comprehensive financial planning approach to managing the most important areas of your life.
Investment and Income Planning | Tax-Efficient Strategies | Healthcare Planning | Legacy and Estate Planning
WEBINAR: State of the Market in 2022
Stock market pressure, inflation, supply chain disruption, looming tax increases, and geopolitical conflicts are all affecting Americans to varying degrees – which is why Beacon Co-Founder and CEO, Jon Maxson will discuss the below concerns:
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- Where the market is and where we anticipate it’s going
- Why this is happening
- The biggest risks to your portfolio, and
- Your options.
A FREE Financial Plan Checkup Includes:
〉Risk Analysis and Assessment of Your Current Financial Situation & Goals
〉Projection of Current Income Plan and Financial Longevity
〉Current Financial Plan Fee Report
〉Investment Portfolio Performance & Risk Analysis
〉Identify Gaps & Opportunities in Your Financial Plan
〉Tax Analysis & Tax Strategy Insights
HAVE A QUESTION ABOUT RETIREMENT?
Ask Pete & Jon!

Download your 2022 Investment and Retirement Bundle
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.