Who We Are

At Beacon Financial Planners, Inc., we take our fiduciary role seriously and always focus on what is in our client’s best interest. This is the keystone of our relationship with people and separates Beacon Financial Planners, Inc., from other brokers and “financial advisors”. This is evident when looking at the investment choices we recommend, the low fees we charge, and the service providers we choose to work with. We take pride in guiding our clients through the three phases of Financial Planning; Risk Management, Wealth Accumulation, and Wealth Preservation and Distribution.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.