Welcome To Beacon Financial Group :: Results Orientated Financial Advisors
Office And Advisors
Office And Advisors
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MOS/FOP Info
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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 provides you with useful tools, tips and financial planning information

 
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
Taxes and IRA's
Federal Income Tax
 Tax-Deferred Savings
 IRA Eligibility
 Roth IRA Conversion
 
FREE Portfolio Evaluation
 
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 to set up your complimentary consultation
Financial Planning Questionnaire
Government Sites
Advice
  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.  
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
 

 

  
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 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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