plan

Financial planning is the foundation by which all financial decisions should be made. Beacon works closely with each client to develop a plan based on what is most important to you.
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invest

Smart investors know that successful investing requires knowledge, discipline and experience. With your objectives in mind, we will develop a sound investment strategy to meet your needs.
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succeed

Peace of Mind – Confidence - Empowerment. Success can be described in many ways. Beacon will guide you through each step in your unique financial plan. Let us help you achieve all your financial goals!
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Discover a financial planning firm that is committed to partnering with you to make strategic and long term financial decisions.

  • Investor Beware of Year-End Capital Gain Distributions!
    It looks like 2014 is going to be a huge year for mutual funds making capital gain distributions. While on the surface capital gains sounds like a good deal, but in reality they can pose a tax nightmare for some investors - especially people who invest in mutual funds in non-retirement (taxable) accounts. This article explains the problem with mutual fund distributions and provides a resource for those performing year-end tax planning.
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  • Considerations for End of Year Tax Planning
    Are you seeking ideas to reduce your tax burden this year? This article provides insight into a number of financial planning strategies that could prove effective at reducing your taxes in 2014.
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  • Strategic Methods for Charitable Gifting
    This article provides insight into a number of strategies and methods for making charitable gifts.
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