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...
Discover a financial planning firm that is committed to partnering with you to make strategic and long term financial decisions.
- Estate Planning with Roth IRAs
Roth IRAs are great savings mechanisms and can be used effectively for retirement and education planning. One of the less publicized advantages to Roth IRAs is that they can be a great estate planning technique when someone wants to pass along as much as possible to their heirs. With Roth IRAs, income is earned tax-free, although ...
read more >> - The Importance of Beneficiary Designations
When we begin new client engagements, one of the first things we review is whom our clients have chosen as their primary and contingent beneficiaries on life insurance policies, qualified plans and IRAs. There have been many occasions that we discover a serious mistake or oversight during this process. One of the easiest and most impactful ...
read more >> - Erin Campbell, CPA, CFP®, Selected to Chair the NCACPA Young CPA Cabinet
Erin Campbell, CPA, CFP®, a principal with the Raleigh-based fee-only financial planning firm, Beacon Financial Strategies, has recently been elected Chair of the North Carolina Association of CPA’s Young CPA Cabinet. In her role, Erin will lead the Cabinet as they plan networking and community service events for young CPAs throughout the state. “Being chosen to ...
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