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.read more...
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.read more...
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!read more...
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- Be Proactive When Helping Aging Parents with Their Finances
Let’s face it, in today’s world, managing your personal financial affairs can be complex. There are many decisions that need to be made on a weekly or even daily basis. For a large and growing segment of the population, who are trying to help (often unwilling) aging parents with their finances, this can be incredibly frustrating, stressful and burdensome.
read more >> - Education Saving: Know Your Options
With nationwide college costs continuing to rise, it has never been more important for parents to develop a savings strategy to help cover these costs.
read more >> - A Lesson In Investing History: How Will You Respond Next Time?
In our office, we celebrated privately the passing of the four year anniversary of what would be a 13 year stock market low point. That’s right, it has already been four years since March 9, 2009 when the S&P 500 Index closed at 676—a level last seen in the summer of 1996. As of the date of this article, the S&P 500 Index has surpassed its all-time high of 1565, which was achieved in October 2007!
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