This whiteboard sketch video from HighTower Advisors is a great video that beautifully illustrates the difference between fiduciary advisors and brokers.
This video provides some insight into Beacon Financial Strategies’ Retirement Feasibility Analysis service. This service is normally a planned portion of our Net Worth Management and Ongoing Financial Planning Retainer arrangements. It can also be a component of an Introductory Financial Planning engagement.
This video discusses the purpose and key components of an investment policy statement.
This video discusses several important reasons why tax planning is such an integral component of the financial planning process.
This video discusses Beacon Financial Strategies’ Net Worth Management (Wealth Management) service. This comprehensive service combines all financial planning, tax and investment management services into one advice-driven solution.
This video provides some insight into our investment philosophy.
This video explains the benefits of Beacon Financial Strategies’ fee structure.
This video discusses distinguishing components of the financial planning firm, Beacon Financial Strategies located in Raleigh, NC.
This video provides insight into how retirees should approach a stock market downturn.
This video provides insight into how investors who are nearing retirement (5 or fewer years away) should approach a stock market downturn.