Navigating a Complex Financial World
Corporate Retirement Plans | Personal Wealth Management | Professional Athlete Services
Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and other planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning.
With our focus on corporate retirement planning, Beacon provides comprehensive advisory services in preparing its clients for the “new standard” of corporate retirement plans.
Beacon also specializes in the financial management of professional athletes, and Managing Partner Brian Menickella is an advisor to MLB players and an official NFLPA Registered Player Financial Advisor. The NFL Players Association is a separate entity from The Beacon Group of Companies, Beacon Financial Services and LPL Financial.
Lesser Known Provisions of the secure Act Article
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Exit Strategies of the Rich and Famous
Want A Better Investment Return In Volatile Markets? Consider Hiring A Financial Advisor
Not only does working with a financial advisor provide the opportunity to maximize your returns, it also can provide emotional guidance and clarity. Here are 5 reasons to consider hiring a financial advisor.
5 Big Changes Plan Sponsors Need to Know
If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and plan sponsors who must constantly keep up. Click the button below to learn about the 5 big changes that retirement plan decision-makers should know about.
Our experienced benefits professionals will guide you through the benefits selection process from start to finish.
We serve all of our clients by customizing competitive insurance programs to improve workplace safety and enhance profitability.