Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Strategic Vision Formula.
Are you prepared for the descent of your financial mountain?
David Greene of Beacon Financial Group serves the Henderson, Nevada and Great Las Vegas area taking each piece of the financial planning puzzle and looking at the impact one has on another for each individual client. We answer questions like... How will maximizing your Social Security have an effect on your personal assets. How can we preserve your assets from a health or long term care perspective.
Investments, Insurance, Pensions, Social Security, Long Term Care, Annuities: these are all just separate pieces of a very complex puzzle. No one can do a good job for you without factoring in and showing you how they all fit together in your financial plans.