Putting You on the Right Path
At Beacon Financial Strategies, we help mid-career professionals, pre-retirees and retirees achieve their goals, utilizing our extensive tax knowledge to drive financial and investment decisions. Based in Raleigh, N.C., our fiduciary advisory firm is dedicated to tax-centered financial planning that helps give you certainty that we are focused on your long-term well-being and that you are on the right path toward achieving your objectives.
Our financial planning firm works with people seeking direction when embarking on a life transition. Those who understand the interconnected nature of financial, tax and investment decisions. And those who recognize the enormous impact that a partnership with a team of planning, tax and investment professionals can help deliver when making strategic financial decisions.
I'm at the height of my career and need financial guidance to make sure I am on the right financial path.
I'm within 10 years of retirement and need help making sure I am on the right track to have my money last throughout retirement.
I'm already retired and am concerned whether I have enough money to last throughout retirement.
Tax-Focused Financial Planning to Reach Your goals
Regardless of your life stage, it’s crucial to think strategically about how your spending, saving and investing can have an impact for decades to come. It’s particularly important to consider how taxes affect your finances and investments because, if left unmanaged, taxes can erode what you’ve worked diligently to build. That’s why our financial planning firm takes a tax-centered perspective to your money and investments, providing you with a unique expertise in the financial services industry to help reach your goals.