Three ways that Beacon goes beyond “traditional” financial management:

1. The Beacon Model
Beacon utilizes its “One Source” approach to financial management of professional athletes. While traditional advisors concentrate on just growing assets, Beacon is uniquely qualified to go well beyond. While portfolio planning and management is a primary concern, we focus not only on growing the assets but protecting them as well. We analyze the potential for loss, whether it’s a career ending injury, property damage/loss, legal liability or simply an overpayment of taxes because of poor portfolio planning.
   Beacon is in a unique position to counsel athletes during and after their career as we currently provide for the financial and business planning needs of local, regional and national business and individual clients, as well as the professional athlete. By leveraging our business clients and networks, we are able to provide career consulting as well as business and risk management for our professional athlete clients.
   At Beacon, we strive to give the player a smooth transition into “life after sports” and a continued comfortable lifestyle.

2. Beacon’s Virtual View
Offered through Albridge Solutions, Beacon provides a web-based, accessible-anywhere information center. It is the premier asset and performance reporting software available on the market today. Simply access your account through a secure and encrypted website; you and whomever you choose have the ability to view all of the following:
   Client Assets
   1. 401k and League pension benefits
   2. All bank statements
   3. Brokerage Accounts (regardless if they are with Beacon)
   4. Direct Mutual Fund Accounts

   Client Documents
   1. Player and Agent Contracts
   2. Charitable Foundation Documents
   3. Life and Disability Policies
   4. Will and Trust Documents
   5. Mortgage Documents

   With Beacon, clear concise, comprehensive wealth reporting is provided to the client for an accurate view of their overall financial picture.

3. Industrial Strength Investing
Traditional advisors use third party money managers with multilayered fee structures or traditional mutual funds which are laden with expenses and are a tax burden. Beacon brings its corporate investment background to the planning process by providing “Industrial Strength” investment options to its professional athlete client. We utilize Exchange Traded Funds (ETFs) and Spiders (SPDRs) as well as Institutional funds which greatly diminish the tax burden, providing more appealing performance because of the dramatically reduced expenses. ETFs and SPDRs allow the flexibility to incorporate tax strategies to help preserve our clients’ wealth. Because of this flexibility and diversity, we have the ability to explore several strategies which traditionally have been reserved for the ultra wealthy or institutional investor.