Our Personalized Process

Who We ServeWho We Serve

  • A person who is family oriented
  • A person who loves somebody else
  • A person with a sense of responsibility in life
  • A person who understands the value and purpose of a good question and who would be honest and candid enough to provide meaningful answers
  • A person who is open-minded and willing to evaluate new ideas and ways of doing things
  • A person who may have a need for skills and services that The Beacon Retirement Group offers its clients:

- Risk management strategies

- Wealth accumulation and insurance protection strategies

- Tax reduction strategies

- Family, business and insurance protection strategies

  • A person who would place a high value on our background and education as teachers and coaches such as:

- Clarifying and explaining

- Organization and information services

- Listening and honoring others’ true wisdom and goals

- Motivate to action with reason, reflection and enhancement of personal wisdom

- Ongoing service, reviews and support

Our Personalized Approach

Step One:

We offer a free of charge consultation and conversation wherein our “value proposition” is made and you may ask and receive information about most financial matters.

Step Two:

“The Turning Point Discover Process” – This is the fact finding process in which strengths, weakness

es and opportunities are disclosed. Often during this phase, mutual confidence is strengthened as we seek to uncover your true wisdom and more fully understand your values and objectives.

Step Three:

“The Strategy Circle” – This is the essential decision making tool of our process. It copies the most fundamental and universal elements of man’s historical progress in the world.

Step Four:

We implement our solutions based on “The Golden Rule”. We want to do only what is in your best interest for the long-term. We want you to be 100% satisfied that we have helped you set the right course. And, this is in our best interest because you will then be more likely to promote us to others and help us build our reputation in the community.

Step Five:

“Life-Long Learning” – We believe that the only constant in life is change. Change may be a source of fear and indecision forcing a person into denial or, change can be embraced and used as an opportunity for improvement. Our process employs periodic reviews of the solutions we implement in order to make certain what worked initially continues to work into the future.

Our “Value Proposition”

If you will invest the time to organize your information and be honest with us in the discovery phase of our process, we will invest our time – our “paid-in capital” – to help you craft strategic financial solutions. If we listen carefully and present options which make sense to you, we ask that you implement those solutions with us. We will then be compensated and you will benefit from our familiarity with the implementation process.

What To ExpectWhat to Expect

  • We always respect your time

  • We return all phone calls and emails within 24 hours

- We will provide you with the information you seek if you leave a question or request

  • We provide regular communications

- Annual face-to-face review sessions

- Aggregated Account Summary & Strategy Circle Review/Update

- Finance Logix Annual Update

- Six-month review session (available at your request)

- Monthly e-Newsletter

  • We promise to always...

- Show up on time and on our game

- Do what we say we're going to do for you

- Finish any work we start for you

- Appreciate you, your time, your assets, your goals and your wisdom