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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video

Discover a financial planning firm that is committed to partnering with you to make strategic and long term financial decisions.

  • Considerations for Retirees: Which Account?
    When it comes to taking account distributions in retirement, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Also, are there tax strategies that could be employed now to minimize taxes in the future?
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  • Has Investor Complacency Arrived?
    With over 20 years in the investment industry, we have helped clients navigate through a number of economic and market cycles. Through the years, we have developed our own set of descriptive names that are used as an indication of where we are in the market cycle. These names are generally based on client emotions and range from “malaise” to “exuberance”. Currently, we are in what we call the "investor complacency" phase.
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  • Chip Hymiller, CFP® Interviewed about Financial Wellness
    Chip Hymiller, CFP® was recently interviewed on the show Community Matters with host, Bill LuMaye. The topic for the show was financial wellness. Chip's segment of the show highlighted the need to prioritize financial goals, manage debt and develop a strategic long term plan.
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