At Beacon Financial, I want to help my clients understand the importance and value of financial planning. In addition to that, I want to help my clients pursue the most appropriate financial investments by identifying their financial objectives, risks, and other life goals, and then assisting them to exercise the discipline to pursue and potentially reach those objectives.


Our Services Include:

  • Cash Flow Planning
  • Retirement Analysis and Planning
  • Investment Strategies
  • Investment Management
  • Long Term Care Analysis and planning
  • Social Security Analysis and Maximization
  • Pension Maximization
  • Tax Preparation
  • Baby Boomer Planning (Specific planning for us in the Baby Boomer generation)
  • Insurance analysis and planning
  • Financial Education Seminars