The Beacon Retirement Group, founded in January 2000, is a retirement planning, investment strategy, and insurance planning firm serving clients in New England and beyond.  

We help you identify your ideal retirement and financial aspirations and create a plan that puts you on a path towards your goals.  As needs change or goals require adjustment, you can be reassured we will update and retune your plan accordingly. 

Team

Our team of financial planners, insurance specialists and investment analysts have more than 30 years of experience helping clients just like you.  

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Process

We utilize a specialized planning process to identify your financial goals, implement a comprehensive plan, and adjust to life’s up and downs along the way. 

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Services

From retirement planning and investment strategies to comprehensive insurance services and portfolio analysis, our team can assist with any financial task. 

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Our Services

 

Retirement Income Planning

 

Wealth Management

 

Insurance Planning

Life, Disability, and LTC

All Services

It’s critical to know where you are in your financial lifecycle. 

Most people nearing retirement age believe they have a plan set up for their retirement.  But is the plan designed to the specifics of your goals and dreams, with a full understanding of what’s required to get there? 

We offer a free personalized retirement income analysis that is essential to pursuing your dream retirement.  

We will take a close look at some of your requirements, assumptions, and goals you’ve assembled for your retirement, and provide an analysis to see if your strategy will hold up.  If there are problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis. 

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Our Team

The Beacon Retirement Group is committed to compassionate leadership focused on understanding clients’ wants and needs, and then delivering honest, reliable and consistent advice.

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