Beacon Financial Solutions Inc.

Description

• Beacon Financial Solutions is a boutique wealth management firm specializing in wealth preservation, growth and inheritance needs for small businesses and families. We offer both fee based and non-fee based services that can assist you in reaching your financial goals. How Beacon Financial can help you: Our services help our clients answer a very simple question: What is your net worth and are you channeling your cash flow in a manner that enhances your net worth on a year by year basis? In very simple terms, this is what we do: Help you understand where your money is coming from and where it is going Develop a Protection plan for you and your family Implement creative strategies to minimize your taxes, Demonstrate to you the importance of paying yourself first Make sure that you live happy and sleep well OUR CLIENTS Professional Corporations We help professionals go beyond the first step of incorporation by strategizing their future. Ask us about tax efficient way of growing and extracting cash earned within a professional corporation. Executives in Transition Mid-career job transition can significantly affect your pension plan. We take ambiguity out of the picture by recommending suitable solutions. Ask us about what makes sense in your scenario. Individual with Disabilities Specialized planning is required for individuals with disabilities to supplement their future earnings. Ask us how you can receive up to $90,000 from the Govt. of Canada. Small Business Owners Running a small business is more than a full time job. That leaves little time for anything else. We understand business owners' desire for tax efficient income extraction and wealth maximization. Ask us about business structure, financial planning and estate planning for business owners.
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  Headquarters: , Orange, Connecticut, United States

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  Phone Number:

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  Website: https://www.beaconfinancial.ca

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Beacon Financial Solutions Inc.

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• |  NAICS Code: 523110  |

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