Traditional Financial Planning

High net worth individuals require serious planning and special strategies. The maintenance, growth, and survival of your valued assets demand utilization of the best investment, financial, and insurance tools by an experienced and networked professional team you can trust. We develop and implement financial and investment strategies that allow our clients to achieve both their short and long-term financial objectives. A comprehensive understanding of our clients’ goals enables us to develop and implement financial planning strategies in an extremely effective and cost-efficient manner.

Developing an intimate relationship with an individual advisor who understands you and your financial needs is important for any successful wealth management plan. Your advisory team should be expert in understanding, defining, and executing based on your unique challenges–whether you are a busy professional, business owner, or retiree. Beacon commands a full array of creative and proven strategies for achieving financial success. Beacon Asset Management Inc.  provides clients with that necessary single point of contact.

Beacon is your personal financial planner, tailoring solutions that account for your dreams and goals—working to ensure your success.

Unparalleled Wealth of Services

Beacon Asset Management Inc. can provide all of the financial solutions you require.

As a fee-only registered investment advisor, Beacon Asset Management Inc.  is required and committed to a higher level of fiduciary responsibility to our clients than the traditional brokerage firm, which relies on selling you investment products as their compensation. At Beacon, you are our client, and our fiduciary duty is to you. As a fiduciary, our professionals are not sales people. We are obliged to place your interests above ours. At a traditional brokerage firm, you are a customer. The broker’s fiduciary duty is to his employer and not you.

Beacon Asset Management Inc. (Beacon) provides fee-only financial planning services and investment advice to individuals, families, and businesses. We receive no commissions on any product recommendations or compensation from third parties, such as mutual funds or insurance companies. As fee-only advisors, we disclose all potential conflicts of interest — Beacon works solely in your best interest!

Beacon Asset Management Inc. provides a free initial consultation, welcoming the opportunity to spend time with you: discussing your individual needs, asking and answering questions, reviewing our unique services, and confirming that Beacon is the best fit for helping you achieve your financial goals.

Beacon Asset Management Inc.'s areas of special expertise include:

• Comprehensive financial plans for individuals and businesses

• Creative and effective portfolio design

• Investment portfolio management, including a broad selection of asset classes

• Non-traditional asset classes like, market-neutral funds and non-leveraged commodity funds

• Specialized problem-solving and analysis of complex financial issues

• Specialization includes asset protection, investments, and real estate consulting

• Estate Planning, tax planning, retirement planning, and retirement income projections

• Cash flow and budget analysis, mortgage analysis and refinancing decisions

• Business planning, including succession planning

• Business and fractional interest valuations

Beacon Asset Management Inc.  has invested in the technology to provide state-of-the-art service. Beacon clients have access to our broker-dealer, TD Ameritrade, and benefit from the multitude of services they provide, such as reduced fees, Web access, and on-line trading.

To learn more please select one of the services below or contact us.

Last changed: 12/21/08