HOW WE WORK
NAVIGATING OUR PROCESS
Through a series of meetings with our team, we want to listen to what is important to you so we can help you reach your goals.
Getting to know you
This is a relaxed, no pressure meeting where we take the time to get to know you and you get to know the team. We will learn about what is most important to you and what your goals are.
Creating the plan
This is just the beginning. After listening to what is important for your future, our team will create a financial plan that will have actionable recommendations with the end in mind. We will provide you a visual overview that has specific recommendations that connects to your goals.
Putting the plan to work
Life has many stages. Along with that, your desires and goals may change as well. Our team will review the progress of your plan relative to your defined objectives, update you when necessary, and provide the support needed for many years to come.
“A goal without a plan is just a wish.”
― Antoine de Saint-Exupéry
A Simple Approach to Complex Problems
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At Beacon Wealth Group, we have five priorities that bring your customized plan to life and drive our decision making.
Throughout our relationship with your family, you'll know these serve as our guiding light and the focus of our efforts.
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Build the Plan
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Create Income
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Mitigate Taxes
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Hedge against Catastrophes
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Transfer the Wealth
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.