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Our financial professionals can help answer questions, provide choices and educate
you to make the best decisions.
As Financial Professionals, we help individuals and small businesses compose a
customized analysis which can help address your goals. |
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Areas included in our
financial analysis are: |
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Insurance Coverage
(Disability, Life and Long-Term Care
Insurance) |
 Understand and get the maximum from your company
benefits
Ensure cash flow and capital coverage in the event
of a disability or premature death
Determine whether you have too much insurance and
can possibly reduce the expense |
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Investment Services
(Asset Allocation, Risk Tolerance and Investment
Strategies) |
Discuss
goals and risk tolerance to determine cash flow and
financial needs
Review current investment strategies
Develop analysis for assets not currently allocated
toward goals or in line with overall strategy
Help you select the right investment strategies for your
401(k) and other company retirement plans |
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Tax Planning
(Minimizing Income Tax, Preparing Tax Returns and Tax
Consultation) |
Help
ensure and establish tax-favored and tax-efficient
investment strategies
Maximize pre-tax savings
Review investment programs for year-end tax
losses/gains
Work with a professional CPA who understands your
whole financial landscape for tax document
preparation,
 education and advice |
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Analysis for Specific Goals
(Funding an Education, Retirement
Planning, Estate Analysis) |
Helping you with allocation of funds in the best places for the
different phases of retirement
Proper
utilization of IRAs, Roth IRAs, 401(k) plans, tax-deferred annuities and other
tax-efficient investment
strategies.
Select College Savings Plans, Education IRAs or other vehicles
suited to help fund your children's education
Help ensure your heirs are covered and taxes
minimized through estate analysis
Help increase cash flow through budgeting and debt
consolidation
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Managing finances
today can be overwhelming and many people don't have
the time or the proper resources to do it by
themselves. If any of these areas have been on your
mind, set up a complimentary consultation with a
financial professional today. We have the experience,
resources and commitment to help you get started.
It doesn't end there. Once you become a part of the
Beacon Investment Solutions family, you will always have
our ear, our first-class client service
to help ensure your analysis is in line with changing
times and your changing needs. |
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One or more individuals are securities licensed through
Investacorp, Inc., a registered broker/dealer, member
FINRA and SIPC, in the following states: CO, DC, FL, IA,
MD, ME, NC, NJ, NY, OH, OK, PA, VA. Securities business
cannot be transacted in other states until after the
appropriate license is obtained. FINRA's homepage,
www.finra.org and Securities Investor Protection
Corporation's homepage,
www.sipc.org
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