Beacon provides consulting services for a number of significant financial decisions and situations.

• Pre- and Post- Business Transaction Planning
• Retirement Planning
• Financial Planning
• Estate Planning Facilitation
• Insurance Review
• Third Party Investment Analysis
• Commercial Real Estate Acquisition
• Annuities etc.  

  • We can provide clients with competitive lines of credit and mortgage solutions made possible through our custodial and third-party relationships.  Commercial loan assistance is available through our third-party relationships as well.  

  • Our thoughtful financial planning process engages clients in a holistic discussion around family goals and objectives, vision and legacy.  Specific to each client, our team will recommend and advise on strategies to address these individualized areas of focus.

  • Whether addressed separately or in conjunction with an overall financial plan, the key to successful retirement planning is to develop the plan “as soon as possible.” We aid in addressing key factors such as when to retire, how much will be required in retirement, client priorities, the most effective retirement options (401k, IRA, Roth, SEP, etc.)  and a successful investment strategy. 

Depending upon complexity and time involved, some consulting services may be included for Investment Management clients, without an additional fee, to be determined in the sole discretion of Beacon Advisors.