Covering your retirement goals and priorities
with the most important areas of life.
Discover Beacon Capital Management’s comprehensive financial planning services below.
The Beacon Capital Management Pillars of Life
Beacon’s Retirement Blueprint covers the 5 areas of life — Financial Planning, Wealth Management, Healthcare, Taxes, Estate, and Legacy — giving you the clarity and confidence to know that there is a plan for every stage and area of life.
At Beacon, we believe in a comprehensive and personalized approach to each individual and family.
After all, life is personal, and your financial future should be customized for you.
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.
Have a question? Talk to someone.
Financial Planning
The financial planning process involves setting financial goals, evaluating resources and opportunities, and creating a strategic roadmap to achieve your desired financial future.
Whether you already have a financial advisor, manage your own financial plan, or need an advisor, Beacon offers a Free Financial Plan Checkup that is yours to keep. No cost, no pressure, and no obligation. It’s your free second opinion.
Wealth Management
Your wealth management and investment strategy should be aligned with your financial goals, risk tolerance, tax, estate, and legacy wishes efficiency, and have regular monitoring and oversight from your financial advisor.
Our financial advisors will work with you to maximize your retirement income and avoid unintended expenses in retirement while actively managing your investment portfolio toward growth.
Taxes and Tax Strategy
Having a forward-looking tax-efficient strategy is a critical piece of your financial plan that, if overlooked, could cost you big in retirement. Don’t let your hard-earned retirement savings get eaten up by taxes. Beacon would be happy to run a free Retirement Tax-Reduction Analysis for you. Keep in mind that tax laws and regulations may change, so consulting with a financial advisor or tax professional for personalized advice is advised.
Preparing tax returns can be a hassle. Brown & Maguire CPAs, PLLC 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 and Knight Legal to put together an estate plan that’s right for you.
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, Brown & Maguire CPAs, PLLC, and Knight Legal are committed to helping you protect your legacy.