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  Marie Gay MBA

It seems that everywhere you look today, someone is offering to provide you financial advice. Whether it's a bank, insurance agent, or stock brokerage firm, everyone has a different perspective on what kind of "advice" you need. This wide variety can be confusing to you if you are looking for professional, unbiased financial advice.

Beacon Asset Management, Inc. is a fee-only financial planning firm. We are not obligated to anyone but the client.

Through this relationship we offer you objective advice for a fee rather than selling a product for a commission. The professionals at Beacon Asset Management, Inc. strive to work with your best interests in mind to ensure that you receive the analysis and recommendations that are best for you.

As your advisor, our goal is to meet your financial objectives. We have a broad variety of alternatives available to help in managing your finances. Our commitment is to you, the client.

 We believe that this approach to financial advice benefits you and we want to be one that you trust completely for all your financial services needs.

Michael LaVoy, CFP®
James Lau, Esq
Bob Glasgow, CPA
Paula Castoro, CFP®
Sandra Miniere
John Jones
Marie Gay
Scott Michael

Home | Michael LaVoy, CFP® | James Lau, Esq | Bob Glasgow, CPA | Paula Castoro, CFP® | Sandra Miniere | John Jones | Marie Gay | Scott Michael

©Copyright 2004 - 2006 Beacon Asset Management, Inc. All Rights Reserved For more information feel free to contact us. The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Beacon Asset Management Inc. maintains registration or a notice filing. Securities and investment advice are offered through Beacon Asset Management Inc., 14039 N Dale Mabry Hwy, Tampa Florida 33618. Information associated with this website is believed to be accurate, however, Beacon Asset Management Inc. makes no guarantee to this fact and Beacon Asset Management Inc. has no control over the accuracy of websites found through the links within.  For further information and our disclosures click here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Last updated: 10/06/08.