Beacon Financial Planning, INC

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Investment Management Services | Beacon Financial Planning Skip to main content menu Schedule A Discovery Call Home Who We Are Why Beacon Financial Planning, Inc.? AIF® Designation Meet Our Team Who We Serve Our Charitable Giving Testimonials What We Do Financial Planning Retirement Planning Investment Planning Estate Planning Tax Planning Charitable Giving How We Work Resources Financial Calculators Blog Events FAQ Contact Contact Schedule A Discovery Call Join Our Team Client Login Previous Slide Next Slide Are You Near or in Retirement? We Can Help Are You Near or in Retirement? We Can Help Are You Near or in Retirement? We Can Help Are You Near or in Retirement? We Can Help Why Should You Choose Us? Beacon Financial Planning can help you avoid the risk of outliving your assets in retirement. Compassion, Collaboration, Trust Integrity are at the core of Beacon’s business model with a focus on exceptional client service. Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement. A recent Vanguard study* found that, on average, a $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would ave

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