FIND YOUR FINANCIAL DIRECTION.
Enjoy professional wealth management from a team tailored to your family's unique needs.
Want a complimentary review of your finances to gain confidence in your future?
AREAS OF
FINANCIAL
EXPERTISE
FINANCIAL PLANNING
PORTFOLIO MGMT
RETIREMENT PLANNING
RISK MANAGEMENT
FIXED INCOME PLANNING
LONGEVITY PLANNING
ALTERNATIVE INVESTMENTS
EDUCATION PLANNING
LIFE INSURANCE
LONGTERM CARE
ESTATE PLANNING
CHARITABLE GIVING
OUR VISION: YOUR FUTURE.
At Beacon Wealth Group, relationships come first. We take the time to get to know you and your family, which is the primary reason why generations of families have trusted us.
We are Committed to these Simple Goals:
1. We want to maintain or increase your standard of living.
2. We want to help prevent you from being a burden to your family.
3. We want to help prevent you from running out of money.
We offer a clear, concise approach to investments. We will always do what is right for you, first and foremost. Our primary goal is to answer your financial questions and solve your financial problems.
PLAN WELL. LIVE WELL.
OUR FINANCIAL ADVISORS
ANTHONY ESSIAN
DAN KRAUSKOPF
EVAN WEST
Our friendly and experienced team of advisors and support staff look forward to the opportunity to learn more about your needs and share how we may be able to help.
CONTACT
BEACON WEALTH GROUP
EMAIL US
CALL US
810-364-9225
