Healthcare & Insurance

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

One of the largest potential threats to any good retirement plan is the future cost of healthcare.

  • Do you have adequate life insurance coverage?
  • Which Medicare plan is right for you?
  • Will you have enough to cover healthcare expenses?
  • How will the rising costs affect your financial plan?
  • What other kinds of insurance should you consider?
  • Have you considered Long-Term Care expenses?

Don’t let these questions keep you up at night.
Schedule a Free Financial Plan Checkup today.

Schedule a Free Financial Plan Checkup

Schedule a
Discovery Call

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 road map for the most important parts of your life. 

Have a question? Talk to someone.

How much Life Insurance Do You Need?

What happens to your family after you are gone?
Do you have the coverage you need to cover the needs of your family?

Answer a few, simple questions to discover how much life insurance you should carry.

Life Insurance Needs Calculator provided by Life Happens Pro

Investing in every area of your life

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

Financial
Planning

Wealth
Management

Tax*

Healthcare

Legacy

Couple with Medicare

Medicare

At age 65, you are finally eligible for Medicare, however, getting the most out of Medicare can be confusing or overwhelming.

With so many options available, which is right for you?

Let Beacon Capital Management help you make sense of Medicare and find a plan that works with your financial plan.

Life Insurance

Life Insurance is a great way to care for your family after you are gone.

Whether you are wanting to cover specific areas, protect your family from the burden of expenses, give back through charitable giving, or transfer wealth to the next generation, life insurance should be part of your overall financial plan

Meeting with a Beacon Capital Management advisor can help you determine if you are covered.

Couple with Grandchildren
Long-Term Care

Long-Term Care

Planning ahead for long-term care can ease the burden of expenses due to health expenses.

With retirees living longer, these extra years bring with them extra health costs.

Don’t leave your plans for care to chance, make it part of your financial plan.

Individual Health Insurance

How will you cover the expenses associated with healthcare after you have left the company that provided the coverage you need?

With numerous options available to you, let Beacon Capital Management explore coverage options with you, based off of your budget and needs.

Middle-Aged Couple

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.

Loading...