Comprehensive Financial Planning

The Beacon Retirement Group is focused on providing in-depth solutions to meet your financial needs.  While many firms deal only in certain types of investments or insurance products, we offer comprehensive financial planning. From life insurance to retirement planning, our team offers an extensive menu of products and services.

Wealth Management

  • Retirement Income Planning Strategies
  • Retirement Analysis
  • Estate Planning Strategies
  • Charitable Giving Solutions
  • Legacy Planning Strategies

Financial Planning

  • Creating a Financial Plan
  • Money Management
  • Capital Preservation Strategies
  • 401(k) Planning
  • 403(b) Planning

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Medicare Supplements
     

Entrepreneurial Small Business

  • Pension Planning
  • 401(k) Planning
  • Profit Sharing
  • Cash Balance
  • Defined Benefit