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About

Who We Are
Our Commitment To Guiding You Through Your Financial Journey

Beacon Financial Planners was established in 2019 with a clear vision: to serve as a trusted guide in the complex world of financial planning. Our foundation is built on the principle that informed decisions pave the way for a secure financial future. By positioning ourselves as a beacon in the financial landscape, we help individuals navigate the often tumultuous waters of retirement planning. Our team is comprised exclusively of CERTIFIED FINANCIAL PLANNERS™ (CFPs®), ensuring that our clients receive guidance rooted in expertise and professionalism.

Get Started With Our Simple Process

Our approach is designed to be as nurturing and empowering as possible. By following the CFP® seven-step process, we are committed to walking this journey with you, every step of the way, helping you create the life you are meant to lead.

Step 1

Understanding Your Situation

We begin by learning about your values, dreams, and financial status to get a complete picture of what matters to you.

Step 2

Setting Goals

We help you identify and prioritize goals, whether it's retirement, buying a home, or education funding, aligning them
with your values.

Step 3

Analyzing Strategies

We review your current financial strategies to see if they align with your goals, identifying any gaps or areas for improvement.

Step 4

Creating the Plan

We develop a financial plan tailored to your circumstances and goals, serving as a roadmap for your future.

Step 5

Presenting The Plan

We present the plan clearly, addressing any questions to ensure you're comfortable and confident with the strategies.

Step 6

Implementing The Plan

With your approval, we put the recommended strategies into action and adjust your financial portfolio as needed

Step 7

Ongoing Monitoring

We continuously monitor and review your plan, making adjustments to stay aligned with your goals and providing ongoing support.

Our Team
Our People Are Our Greatest Asset, 

& We Invest Heavily In Them

Kris Etter

Kris Etter, CFP®, MBA, ChFC®, RICP®

Principal

I am the founder of Beacon Financial Planners, Inc., a venture I embarked upon after spending 17 years in the broker/dealer (B/D) world. My journey in the financial sector began as an intern at a large B/D during my college years,...
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Angela Cannon

Angela Cannon

Office Coordinator

I am an Office Coordinator at Beacon Financial Planning, where I have the pleasure of combining my passion for helping others with my skills in organization and communication. My primary responsibilities include scheduling and marketing.

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Harper Falls

Executive Assistant

I am the executive assistant at Beacon Financial Planners, where I support daily operations and client services. I am dedicated to maintaining organization, efficiency, and positive client experiences. I value professionalism, clear...
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Stacie Potts

Stacie Potts, FPQP®

Associate Financial Planner

I serve as an Associate Financial Planner at Beacon Financial Planners, where I support Kris in helping clients achieve their financial goals through thoughtful, personalized planning. I take the time to understand each client’s values...
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Contact Us
We Want To Hear From You

Schedule an appointment with our experienced financial planners to start building a roadmap towards financial security and prosperity for you and your loved ones.

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