Financial Planning

Beacon’s FREE Financial Plan Checkup, is a thorough and comprehensive assessment of your current retirement plan. You may be surprised to see the amount of risk, fees, and missed tax-saving opportunities in your current portfolio.

How has your financial plan been impacted by recent events?
Schedule a conversation with an advisor today.

Your financial goals aren’t just about whether or not you have enough for retirement; they are also about every other aspect of your life:

  • What impact will this have on your retirement goals?
  • Will your life insurance cover unforeseen circumstances?
  • Will you have enough to cover healthcare expenses?
  • Can you continue to give as generously?
  • Will you have enough income to sustain the retirement you want?
  • Are the plans for selling your business still on track?

Don’t let these questions keep you up at night.

Complete Your Financial Plan Checkup

Create A
Personalized Strategy

Schedule a
Discovery Call

Complete Your Financial Plan Checkup

Create A
Personalized Strategy

Take the first step today. Schedule your Free Financial Plan Checkup, and rest easy, knowing that you have a plan for the most important parts of your life. 

Have a question? Talk to someone.

WHAT TO DO IN A DOWN MARKET

Market volatility is inevitable. Don’t let the next downturn catch you off guard. This free resource shows you how markets have historically reacted after downturns and the steps you can take to minimize the impact to your financial plan.

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Investing in every area of your life

Beacon Capital Management understands how your financial goals impact every stage of life. Our financial advisors will provide a clear strategy covering the five priorities.

Financial
Planning*

Tax*

Healthcare

Legacy

What you get during the FREE Financial Plan Checkup

  • 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  

Don’t let the market volatility derail your financial goals.

Beacon Capital Management can help you consider all your priorities or maybe even uncover new ones. Together, we’ll work with you to create a personalized plan that aligns with your priorities, needs, and goals. You’ll be able to walk the path laid out for you with confidence as our advisors guide you every step of the way.

Take the first step today. Schedule your Free Financial Plan Checkup, and move forward with confidence, knowing that you have a plan for the most important parts of your life.

Schedule a conversation today and build a strategy for what matters most to you.

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