Covering your goals and priorities
with the 5 areas of life.

The Beacon Capital Management Pillars of Life

Covering the 5 areas of life — Financial Planning, Wealth Management, Healthcare, Taxes, Legacy — gives you the clarity and confidence to know that there is a plan for every stage of life.

Start a conversation with a Beacon Advisor

Understanding You

Sit down with an advisor to discover your financial goals, priorities, and mindset.

Creating your plan

Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.

Helping to keep you on track

Our advisor is with you every step of the way, advising and adjusting the plan as needed.

Understanding You

Sit down with an advisor to discover your financial goals, priorities, and mindset.

Creating your plan

Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.

Helping to keep you on track

Our advisor is with you every step of the way, advising and adjusting the plan as needed.

Financial Planning

Realizing your financial goals requires a sense of where you are now and a strategy for moving forward.

Our financial planning service gives you a clear and informed picture of where you currently stand, so you can confidently create a strategy for the future.

Wealth Management

Your investment strategy should be based on your values, your sensibilities towards investing, and your financial goals.

Our advisors will develop an Income Plan that helps you maximize your retirement income and avoid unintended costs in retirement, while actively managing your investment portfolio towards growth.

Taxes

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.

Healthcare

Don’t let the rising cost of healthcare derail your financial goals. Our firm’s Health Division can help you find the life, health and Medicare Supplement coverage you and your family need.

  • Medicare Supplement Products
  • Life Insurance
  • Long-Term Care Insurance
  • Health Insurance

Legacy

Whether you are wanting to pass on your wealth to those you care about or give generously to causes close to you, you need to have a plan that leaves a legacy.

Don’t leave what happens to your wealth to chance. Sit down with a Beacon Capital Management advisor to put together an estate plan.

Providing Comprehensive Wealth
& Retirement Planning

Securing the priorities in your life is more than just reaching a financial number. You have goals for every stage of your life and reaching these goals requires a plan that is built on your priorities.

Effective financial strategies usually involve 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 helping you protect your legacy.

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