7 Habits of Highly Successful Retirees

Published on: Apr 8, 2023

Finding a financial advisor you trust is critical to gaining confidence in your retirement plan, and hopefully, this episode of Beacon Retirement Strategies will help you with that.

Here are a few of the big questions your financial advisor should be asking you on a regular basis, and not just at the beginning of your relationship.


  • What are your top goals both inside and outside of your retirement portfolio?
  • What retirement assets do you currently have?
  • What debt do you have or plan on taking on?
  • How much will you need to live comfortably throughout retirement?

You need a financial advisor who works with you, and not just in a volatile market, all the time.  At Beacon Capital Management, we make it simple. We gather some basic information about your goals, current investments, and financial situation. We research potential opportunities for you based on your specific needs. We do all the heavy lifting then we share those findings, and recommendations, with you in a comprehensive analysis that is yours to keep, all for free.

It’s all your decision in the long run; we are here to answer your questions, provide our expertise, and help guide you. Whether you work with us or not, we are happy to talk with you and give you a free second opinion. We’re all in this together.

Schedule your Financial Plan Checkup for FREE!

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