Investment Management

Comprehensive Wealth Management
We Will Simplify Your Financial Life
First and foremost, Beacon Financial Planning is an investment advisor: We make recommendations and manage your portfolio on an ongoing basis. But wealth management doesn’t stop there. So we offer you expert advice on related concerns, such as protecting your loved ones with insurance, charitable giving techniques, and estate planning.

Each Beacon Financial Planning advisor specializes in different aspects of wealth management. So we can be a single source of advice for all of your financial concerns. In addition, relationships with professionals outside our firm—attorneys who can draft documents, CPAs who can assist with tax matters—allow us to provide advice as in-depth as you require.

Beacon Financial Planning's comprehensive range of services eliminates the problems that can occur when you must manage multiple advisors. We make wealth management simpler for you.


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