Comprehensive Financial Advisors
BEACON FINANCIAL SERVICES serve as Business & Personal Financial Advisors that provide personalized service and advice on investments, insurance, and other planning solutions. We serve high net worth individuals, business owners, corporate clients, and professional athlete clients through a disciplined approach to provide customized client solutions in the areas of asset management, corporate and personal retirement planning, estate planning, tax reduction strategies, and business succession planning.
With our focus on Corporate Retirement Planning, Beacon provides unparalleled advisory services in preparing its clients for the “New Standard” of corporate retirement plans.
Beacon also specializes in the Financial Management of Professional Athletes and is a Registered Financial Advisor with the NFL Players Association and Major League Baseball.