We are looking Forward to Meeting You
We’re glad you scheduled your first visit with Beacon. This page is here to help you know what to expect, how to prepare, and how to make the most of your time with our team.
What To Expect In Your First Visit
- You’ll meet with your advisor for an introductory discovery visit
- We’ll get to know you and learn more about your goals
- We’ll answer your questions
- If you’d like, we can begin reviewing your current financial picture
- There is no pressure to make any decisions during this first meeting
Your first visit is designed to be informative, comfortable, and focused on you. There is no obligation to move money or make any changes, and you do not need to have everything figured out before you arrive.
Questions we can help you explore
Bring Your Questions – It’s important to us that you leave this meeting with your questions answered, so we encourage you to jot down any questions or concerns you’d like to discuss.
- Am I paying too much in fees?
- Am I taking too much risk?
- Will my income last through retirement?
- Am I missing tax-saving opportunities?
- Am I making the most of Social Security?
Helpful, but Not Required
- If you have recent investment statements handy, feel free to bring or upload them here
- If you have a recent tax return available, that can be helpful too
- If not, that is completely okay — we can still have a productive first meeting
If a spouse or partner is involved in your financial decisions, they are not required to attend the first visit. This initial meeting is simply a discovery conversation.
Once your analysis is complete, we encourage both of you to attend the follow-up meeting, if possible.
Visit Details
If you need to contact us about your visit
please call (615) 716-2061 or email [email protected]
Franklin – Headquarters
751 Cool Springs Blvd.
Suite 106
Franklin, TN 37067
Murfreesboro – by appointment only
2615 Medical Center Parkway, Suite 1560
Regus Office Suite, Office 219
Murfreesboro, TN 37129
Hendersonville – by appointment only
Please enter through Tri-Star Tax & Business Solutions
131 Maple Row Blvd.
Suite B200
Hendersonville, TN 37075
Mt. Juliet – by appointment only
Please enter through the double glass doors and check in with the front desk.
145 Bear Crossing
Mt. Juliet, TN 37122
Full Service Wealth Planning
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Feel Confident Before Your First Visit
We know meeting with a financial advisor for the first time can feel like a big step. Our goal is to make your visit comfortable, helpful, and worthwhile. We look forward to meeting you
For many retirees and pre-retirees, the idea of sharing personal financial details with someone new can feel overwhelming. But it doesn’t have to be.
In this episode of Retirement Talk, Dan Benson and Jon Maxson walk you through exactly what to expect—and how to prepare—when meeting with a financial advisor for the very first time
Value of a Second Opinion
Hear how getting a second opinion changed the life trajectory of Beacon Capital Management’s CEO Jon Maxson.
When planning for the big things in your life, a second opinion just makes sense – and your financial future is pretty important.
This first visit is just that, a free second opinion of your current retirement plan, with no obligation to move money or make any changes.
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
The results are yours to keep, along with a straightforward picture of steps you can take to cover all the important areas of retirement planning.