The Beacon Retirement Group

"A Beacon On The Retirement Horizon"

Welcome to our site…

At The Beacon Retirement Group, we are dedicated to building value for our clients. We believe value is created by the symmetry of helpful leadership, relationship building and  creative solutions provided by our firm. We believe it is our mission to assist our clients to become clear and excited about their financial lives and we help them to build a consensus about taking actions that are in their own best interest. We are dedicated to the proposition that everyone should be able to build not only financial security for themselves but for future generations. We are legacy builders promoting financial freedom, independence and generosity as the bedrock of a truly great society.

  

We hope you will explore our site and make use of its tools and educational materials. You will find the calculators helpful and the web-based seminars are full of information about the financial issues on everyone’s mind. Learn about our “unique process” and our strategic partners in the About Us section. In addition, the products and services that we offer are outlined for you review.

We welcome your feedback. So please contact us with your comments and questions. Have a great day and remember - The road to financial freedom and independence is really a series of conscious and informed decisions to take actions which are in your own best interest. Why not let The Beacon Retirment Group help you move in the right direction?


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Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →