WHO WE SERVE
FINDING THE RIGHT FIT
You've worked hard for your wealth, and you naturally want to make sure we will work hard for you. Choosing a financial advisor is like choosing an important partner to walk along the journey of your life. Since we'll be working closely together, we want to find clients who will be open with us about their lives and listen to our advice.
From pre-retirees to retirees, business owners and more, we carefully craft a sound financial plan tailored specifically for you. More importantly, we will also make sure you understand the plan and are fully comfortable with the strategy prepared for your family.
“If you don't know where you are going,
you'll end up someplace else.”
― Yogi Berra
BEACON WEALTH GROUP CLIENTS
While we can deliver sound financial advice to virtually any client, these are the families and individuals we most often serve.
Pre-Retirees
Know it's time to buckle down and begin preparing for your future? Pay for your kids college? Plan for your family's long-term needs?
Retirees
Enjoying your retirement but want to analyze how much you'll likely need to maintain comfort during your glory years? Want to leave a legacy for family?
Business Owners
Enjoying success in your business but want to review your options and make sure you're taking advantage of each area of financial opportunity?