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A Retirement Plan You Can Count On

Life is filled with dreams and goals. You work hard to live the life you deserve, and you plan for a long and fulfilled retirement; but are you sure you're on the right course of action to get there? Retirement is cloaked with many questions and potential pitfalls. Do you know how much income you will need to support your lifestyle? What part does Social Security play in the picture?

Getting to retirement and being able to enjoy life through your retirement years are two different goals. Here at Beacon Financial Group, helping our clients achieve those objectives is the primary reason we exist.

At Beacon Financial Group, we create the roadmaps that guide our clients toward the future they dream of. We bring the confidence in your investments that only comes from knowing you have a solid plan that is backed by the experience of qualified advisors.

Barron's Top Advisor Award


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Ready for Retirement

Ready for Retirement?
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2014 Five Star Winner

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To receive the 2014 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 5080 wealth managers in the Dallas/ Ft. Worth area were considered for the award. 621 were named 2014 Five Star Wealth Managers which represents less than 13% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. For more information, go to http://www.fivestarprofessional.com.

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Investment Pitfalls High-Net Worth Investors Should Avoid

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Insurance Needs Assessment: When You're Young and Single

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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.