Who is Beacon Financial Group?
 

Beacon Financial Group is a full-service financial planning firm with experienced consultants who put their clients' needs first. Our professionals provide financial consulting to over 3,000 clients and have helped them invest over $350 million dollars in assets. Personal service is our cornerstone. Whether you're looking to buy your first home, save for your dream vacation or plan for a comfortable retirement, as a Beacon client you are a valued part of our family, not just an account number.

How is Beacon Financial Group Different?

By design, Beacon Financial Group is an independently owned financial consulting firm which does not develop its own investment products like many other proprietary entities.  Our licensed individuals have access to virtually all investments such as stocks, bonds, mutual funds and a wide variety of insurance products. Our "independently owned" status frees us from the pressure to suggest a particular brand and enables us to make truly qualified financial recommendations.

 

An Experienced Team

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Let Us Evaluate Your Portfolio

 Is Your Current Financial Advisor Providing The Results You Expect?  Do You Have A Financial Plan?

Whether you are currently working with a financial advisor, or if you haven't taken steps to formally organize your financial goals, give us a chance to show you what  we can do. All visitors to our web site are offered a free consultation and portfolio review. There is no obligation  for this analysis, and no pressure to implement with sales or products.

Our team of analysts have helped hundreds of clients sort through their financial landscape and formulate a plan to help achieve their goals. See what we can do for you.

Click Here for Financial Planning Questionnaire

A Police Matter

 

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Car Affordability

How much can you afford to pay for a car?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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