You need a financial advisor who works with you. At Beacon Capital Management, we make it simple. We gather some basic information from you about your goals, your current investments, and your financial situation. We research potential opportunities for you. We do all the heavy lifting then we share those findings, and recommendations, with you. It’s all your decision in the long run, we are here to educate you and guide you. Whether you work with us or not, we are happy to talk with you and give you a free second opinion. Schedule your Financial Plan Checkup for FREE!
Market volatility has the most impact on people in, or approaching retirement. And sometimes, sticking with outdated strategies from the past could cause significant harm to the legacy you want to leave.
Register for our “Navigating Market Volatility” webinar where Beacon Co-Founder and CEO Jon Maxson discusses:
- Why volatility affects retirees today more than it used to
- Four strategies that don’t work anymore
- How to use whatever amount of time you have to your advantage