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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.
IMPORTANT NOTICE
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.
Beacon Financial Group is your financial partner,
helping answer questions, providing choices and
educating you to make the best decisions.
As Financial Planners, we help
individuals and small businesses compose a customized plan which
addresses goals and concerns. Areas included in our financial
analysis are:
Protection Planning (Disability, Life and Long-Term Care
Insurance)
- Understand and get the
maximum from your company benefits
- Ensure cash flow and capital coverage in the event of a disability
or premature death
- Determine whether you have too much insurance and can possibly
reduce the expense
Investment Planning (Asset Allocation, Risk Tolerance and
Investment Strategies)
- Discuss goals and risk
tolerance to determine cash flow and financial needs
- Review current investments
- Develop plan for assets not currently allocated toward goals or in
line with overall strategy
- Help you select the right investments for your 401(k) and other
company retirement plans
Tax Planning (Minimizing Income Tax, Preparing Returns
and Tax Consultation)
- Help ensure and
establish tax-favored and tax-efficient investment strategies
- Maximize pre-tax savings
- Review investment programs for year-end tax losses/gains
- Work with a professional CPA who understands your whole financial
landscape for tax document preparation, education and advice
Planning for Specific Goals (Buying a Home, Funding an
Education, Retirement Planning, Estate Planning)
- Allocation of funds in
the best places for the different phases of retirement
- Proper utilization of IRAs, Roth IRAs, 401(k) plans, tax-deferred
annuities and other tax-efficient investments
- Select 529 Plans, Education IRAs or other vehicles suited to help
fund your children's education
- Help ensure your heirs are protected and taxes minimized through
estate planning
- Help increase cash flow through budgeting and debt consolidation
- Review mortgage interest rates and programs available for your
specific needs
- Help determine whether to buy or lease a car
Managing finances today can be
overwhelming and many people don't have the time or the proper
resources to do it by themselves. If any of these areas have been on
your mind, set up a complimentary consultation with a financial
advisor today. We have the experience, resources and commitment to
help you get started.
It doesn't end there. Once you become a part of the Beacon Financial
Group family, you will always have our ear, our advice and
first-class client service to help ensure your plan is in line with
changing times and your changing needs.
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
