Our Team

Learn More About Beacon Financial Group

At Beacon Financial Group we work with individuals on a personal level to pursue financial goals and work through financial difficulties. Using our comprehensive list of financial services you can bring to fruition the financially stable future you've envisioned. Whether you are planning to retire or working through a divorce, our team of financial advisors stands ready to assist you on your way towards greater financial freedom.

We Are Here to Help

We understand that every financial situation is different. Not only do income levels vary from one circumstance to the next, but expenses are different in each case as well. After we learn the important details of your unique situation, we can begin the financial planning process to propel you towards any of the following financial goals:

  • Wealth management
  • Wealth transfer
  • Retirement planning
  • Investing and stock management
  • Medical and healthcare planning
  • Income planning

Maintaining Your Progress

Once we place you on the path towards economic success, we won't leave you high and dry! After implementing the monetary adjustments advised by the collaborative efforts of our financial experts, you will enter the maintenance phase. In the maintenance phase, we will continue to monitor your financial progress and make changes as needed. We will always be your strategic partner as you journey towards financial freedom. If your economic situation changes or your goals need refocusing, you can count on us to realign your financial vision to any new needs that may arise.

Get Started on Your Financial Goals

Through personal, individualized, comprehensive financial planning we strive to provide our clients the means and ability to enjoy a successful and secure retirement that allows them to live the lifestyle that they desire. From creating a retirement plan to starting a college savings fund for your posterity, our financial consultants will act as your guide. Contact us today to get started with your financial goals. Reach out to us online or by phone at (908) 788-3636.