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Beacon Financial Services operates as business and personal financial advisors providing 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.
With a focus on corporate retirement plans for the last 20 years, Beacon is a seasoned retirement plan advisor, providing objective investment and fiduciary services to many businesses regionally. Today’s dynamic retirement plan environment demands the services of professionals who are dedicated retirement plan specialists. Beacon’s consultative approach stands out in the corporate retirement plan marketplace as there are no proprietary relationships to cloud objectivity. With the current climate of legislation and litigation shaping the ever-changing landscape of 401(k) plans, plan sponsors need, more than ever, experienced advisors they can trust are acting in their best interest.