The Beacon Difference
You and your family want to keep most of your money in retirement while also living comfortably. We offer many free resources and solutions to help you achieve those retirement goals. One great solution that Beacon Capital Management provides is the ease of managing wealth, tax and estate services all under one roof. Imagine your questions regarding investments, taxes and estate planning being addressed around a single table. How convenient is that? Contact us anytime to receive a FREE analysis. We feel everyone should take us up on this free offer, as understanding your investments is a critical aspect of finding peace in retirement.
Full-Service Wealth and Retirement Planning
Effective retirement planning usually involves the coordinated efforts of qualified legal, tax and financial professionals. The professionals at Beacon Capital Management, Beacon Accounting and Tax Services, and Knight Legal are committed to protecting your legacy.
Our combination of licenses, registrations and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments.
Providing Comprehensive Wealth & Retirement Planning:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA legacy planning
Estate Planning and Law
Recommended Legal Services by Knight Legal
Our first priority is helping you take care of yourself and your family, which is why we are adding legal services to our firm.
Services include:
Estate Planning
Trusts
Wills
Probate Law
Business Law
Special Needs Law
Visit knightlegaltn.com for more info!
Beacon Accounting & Tax, LLC
Recommended Accounting and Tax services
Patrick G. Min, CPA Beacon Accounting & Tax Services
Patrick G. Min, CPA Beacon Accounting & Tax Services
Patrick is the founder of Beacon Accounting and Tax Services. He has an undergraduate and Masters of Accountancy degree from the University of Tennessee. Patrick worked for Ernst &Young for twelve years. Since then he has spent 20 years as the CFO for public and private companies; emerging and growing businesses as well as turnaround businesses. The one common denominator that he saw with all of these businesses was that the principals needed timely and accurate financial information that was understandable. Patrick decided it was time to take this skill set that he has developed into his own business to help businesses and individuals with their accounting and tax needs. Patrick is married to Cristina and they have been blessed with three children.
Phone: 615-913-1928
Email: patrick.min@beaconaccountingservice.com
751 Cool Springs Blvd Suite 106 , Franklin, TN 37067
Our preparation can enhance your confidence.
Your time should not be spent on preparing your tax returns or your monthly financial information. You should be able to focus on your business and your life. Beacon Accounting and Tax Services will attempt to eliminate the frustrations and pain of these tasks with a straightforward, common-sense approach. Simply put, with our personal approach we will do the right things for our clients, on a timely basis with effective communication and a quality product.
Phone: 615-716-2062
Email: patrick.min@beaconaccountingservice.com
751 Cool Springs Blvd, Suite 106, Franklin, TN 37067
Beacon Healthcare Planning
Recommended Healthcare planning services
Frankie MerrittDirector of Healthcare Planning
We can help you navigate the health insurance and Medicare landscape.
• Medicare Supplement Products • Life Insurance • Long-Term Care Insurance • Health Insurance
Our firm’s Health Division can help you find the life, health and Medicare Supplement coverage you and your family need. Driven by a genuine desire to help you live your best life, we work closely with several of the top insurance carriers to create customized solutions that fit your needs — not our bottom line. Contact Frankie today!
Phone: 615-224-9794
Email: frankie@beaconcm.com
751 Cool Springs Blvd, Suite 106, Franklin, TN 37067
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
