Financial Planning and Investment Services

As Financial Planners, we offer a wide range of different Financial Planning Services to our clients, including:

  • Protection Planning

    We offer disability, life and long-term care insurance. We are committed to ensuring that our clients understand and can take full advantage of company and private insurance programs. Clients must be assured of sufficient cash flow and capital coverage in the event of disability, premature death, or visit to a long-term care facility.

  • Investment Planning

    Through the investment planning process, we will work together to identify your goals, risk tolerance, and cash flow. We will create a personalized financial plan that makes the most efficient use of your current assets as well as lay out a comprehensive strategy for new investments.

  • Tax Planning

    We will work together with you and our professional CPA partners to minimize your income tax payments, maximize your pre-tax savings, organize your investments to include the most tax-efficient investment strategies.

  • Retirement Planning

    Our BFG team will help you allocate funds in strategic investments for the different phases of retirement. We will provide education and utilization of all personal retirement vehicles as well as company or municipal sponsored retirement programs.

  • Goal-Specific Planning

    Whether you are planning to buy a home, fund college education for your children or grandchildren, or buy that yacht you have always wanted in retirement, our BFG Planners can help you create a financial plan that allows you to accumulate assets in the short-term, and simultaneously plan for major expenditures, healthcare risks, and other future challenges.

Contact us today at 888-769-4333 or complete our form to learn more about how Beacon Financial Group can help you craft a comprehensive financial plan to match your unique needs.

Privacy Policy Copyright © 2015 Beacon Financial Group. All Rights Reserved.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dea9er, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Beacon Financial Group and NPC are separate and unrelated companies.