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?


Risk Tolerance

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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