Beacon Financial Partners

Description

• Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, providing the ultimate client planning experience.We believe financial advice is a process not a product.Our clients all have various life goals and visions for their future. Our focus is to understand what these are and in turn recommend strategies that we will help implement to accomplish their mission.The relationship may start with helping to answer tough questions like these:Financially, what is keeping you up at night?What is your strategy to generate your paycheck in retirement?Are your assets positioned for a market correction? Are you protected?Through our process the impact is realized in these areas:Forecasting retirement needsBalancing market risk versus investment returnDetermining how much insurance is neededEvaluating education funding strategiesIntegrating additional investment strategiesExecuting a charitable giving strategyImplementing a well-coordinated estate planAssisting business owners with their corporate benefit programsand succession.Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent, non-affiliated entities.
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  Headquarters:25825 Science Park Drive , Beachwood, Ohio, United States

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  Phone Number: +1 216-910-1800

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  Website: https://www.beaconplanners.com

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  Employees:25

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  Revenue:$1 - 10M

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  Legal Name:Beacon Financial Partners

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• |  NAICS Code: 523920  |

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