Financial Planning and Investment Services
As Financial Planners, we offer a wide range of different Financial Planning Services to our clients, including:
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.
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.
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.
Our BFG team will help you allocate funds in the proper 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.
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.