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?

  National Ethics Bureau Profile 2008

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

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