Welcome To Beacon Financial Group :: Results Orientated Financial Advisors
Accessing your account information with Beacon Financial Group has never been easier. With our new system, you have a number of state-of-the-art reports from which to choose right at your fingertips.
Password-protected and easy-to-use, secure Account Access allows you to:
View up-to-date information by asset class, account value, individual or overall account
Review account performance and cost basis information with customizable dates
Check market benchmarks, net worth and so much more
 
 
 
Existing Clients

Click on Login To Access Your Account*


 

Contact your advisor to obtain your temporary password
Then Click Here to Register

*NOTE:  Account information is only posted when it is received from the investment companies. During the establishment of new accounts on this system, there may be a delay of up to two weeks to post the values and names of your investment positions. Please be rest assured the positions are under the management of your advisor, but the ability to see them may take a little longer than anticipated, especially with this January posting being the busiest time for information updates. Thank you for your patience and understanding.

Having trouble with the site?
Call Beacon Financial Services at (888) 769-4333 or send us an e-mail.
MOS/FOP Info
  Members of Service (MOS) and NY State Fraternal Order of Police (FOP) Click Here
   
Newsletters  February 2010
We always want to provide our clients with the latest information about the financial markets, planning and current events. Click below to see what’s new this month.
View additional articles
 
Client and Upcoming Events
  No new events for February
Portfolio List
  See a Report Sample of lists securities, mutual funds and annuities in your accounts including quantities, prices and previous day values.
  Click here to view Statement Samples
Research
Learn more about Estate Planning, Trusts, Retirement, Tax Planning, Investments, Cash Management and Risk Management from these timely research articles.
Estates and Trusts
Estate Planning
 Living Trusts
 Avoiding Probate
 Charitable Gifts
 Controlling the Distribution
 Paying Estate Taxes
 Benefits of A-B Trusts
 Gifting Strategies
 Charitable Lead Trusts
 Charitable Remainder Trusts
 Wealth Replacement Trusts
 Family Limited Partnerships
 Property Ownership
 Eliminating the Estate Tax
Retirement
How Much Do I Need to Save
 A New Chapter for Retirement
 SEP IRAs
 SIMPLE IRAs
 Stretch IRAs
 IRA Rollover
 Roth 401(k)
 Profit-Sharing Plans
 Money Purchase Pension Plans
 403(b) Plans
 Why Purchase Annuities
 Split-Annuity Strategy
 Annuity Living Benefits
 1035 Exchanges
 Unforgettable Birthdays
 Your Business and Retirement
 Planning Options
 Future of Social Security
 Social Security Income
 Keogh Plans
 SEP IRAs
 Equity-Indexed Annuities
 Retirement Plan Distributions
 Traditional IRAs
 401(k) Plans
 Managing Retirement Plans
 Save Now or Later
 Roth IRAs
 

 

  
Financial calculators
Explore different scenarios using a variety of financial calculators. Find out more about Loans and Credit Cards, Estate Planning, Retirement and Inflation, Taxes and IRAs, Savings and Investing, Cash Management, and Risk Management.
Loans and Credit Cards
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Lease Interest
Lease Payment
Car Affordability
Estate Planning
Estate Taxes
Retirement and Inflation
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Personal Inflation Rate
Retirement Portfolio Lifespan
 
The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or available through this site. By clicking on the links above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.
     All Rights reserved

NPC Privacy Policy

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Beacon Financial Group is a Registered Investment Adviser. Investment Adviser Representatives of Beacon Financial Group may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be make absent from compliance with state Investment Adviser Representatives registration requirements, or an applicable exemption or exclusion. Securities offered through National Planning Corp (NPC), member FINRA / SIPC. National Planning Corporation of America in NY & FL (NPCOA). NPC and Beacon Financial Group are separate and unrelated companies. FINRA State Registrations : AZ, CA, CT, DC, FL, GA, MA, MD, ME, NC, NJ, NM, NY, PA, TX, VA

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