HOW IT WORKS

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We want you to feel confident that you are and will be okay financially throughout the stages of your life. We help achieve this goal by serving you in three primary areas: strategic financial planning, tax planning and investment management. We give these areas equal weight because they regularly overlap in the context of your comprehensive financial plan.

Our investment philosophy is grounded in financial planning and centers on tax efficiency and low costs. In this way, we help keep more of your money working for you. We do so by positioning your investments in the appropriate account [such as a 401(k), IRA, Roth IRA or brokerage account] to help provide the best tax optimization in light of your investment goals and spending needs.

We also partner with you to create a diversified portfolio and choose an asset allocation that reflects your personal goals and risk profile.

 
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You can rest assured that we are with you every step of the way as financial markets and your personal circumstances change. We are here to keep you focused on what’s important so you can live your best life.

Our Process

Our goal is to empower you with trusted advice from our team of financial planners, tax planning specialists and investment portfolio managers. We diligently collaborate on your behalf to identify opportunities that can benefit you, and as a fee-only, fiduciary firm, we always put your best interests first.

Our expertise in tax planning is unique in the financial services industry and is one that brings tremendous value to our clients. Minimizing and controlling the impact of taxes when making financial decisions can make an enormous difference on long-term returns.

Our discovery and onboarding process helps us identify and understand your goals, as well as all the moving parts of your finances—based on both your current life stage and future plans. We then work with you to develop tailored strategies designed to help you reach your goals.

Our process starts with an assessment of the big picture of your finances and life circumstances. We then dig deep into the details to build your customized plan. Next, we implement the plan and then manage and monitor it on your behalf. You can feel confident that your team at Beacon Financial Strategies is minding the details, as we will continuously evaluate progress and make changes as necessary to help you stay on track.

 
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What You Receive

 

RETIREMENT PLANNING

TAX PLANNING

INVESTMENT MANAGEMENT

 
 

ESTATE PLANNING

ASSET PROTECTION

EDUCATION