Mortgage Services

BEACON FINANCIAL SERVICES focuses on Corporate Retirement Planning for small to medium size businesses as well as the Wealth management of the individuals that own and operate those companies. Financial Planning services are also available for the employee’s of those companies as well as individual clients and investors. Beacon utilizes its Corporate Investment background by incorporating EFT’s and institutional Mutual Funds for it’s individual clients. 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.

BEACON’S CORPORATE RETIREMENT SERVICES
Beacon’s consultative approach is unique in the corporate retirement plan marketplace as we have no proprietary relationships to cloud our objectivity. Beacon reviews our business clients’ current situation and determines the best
design and service providers for their needs.

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