Broker Check

Our Process

Take Control Of Your Financial Future

At Beacon Financial Group, we work to bring focus and clarity to your financial goals. Our extensive, four-step process is designed to create a roadmap and bring confidence to your journey toward and through retirement.


  • Introduction - Without a foundation a proper plan will likely never succeed. We take the time to get extensively acquainted and understand our clients’ needs and goals. No two people are alike, and no two financial plans look the same. However long it takes to get familiar with our client’s needs is the time we will take. We pride ourselves in our relationships with our clients.
  • Discovery - At Beacon Financial Group, we dig deep into the marketplace and use the decades of experience we have to formulate ideas and strategies to help direct our clients in the right direction.
  • Implementation - After in-depth conversations the agreed upon plan is put into place and the journey begins to move forward. No plan is ever launched without our customers feeling 100% confident about every detail.
  • Planning - The road into the future is a winding road with ups and downs. The market changes and so do lives. Our clients are confident in their knowledge that we are continuing to monitor the performance of their plans and stand ready to make any needed changes to keep their objectives on the right path.



Find The Comfort Of Knowing You Can Have Financial Independence

Proper planning can bring confidence. The markets rise and fall, but the key is to be prepared. Our strategies are built with this understanding. Whether up or down, our clients have already been prepared and expect it. Our plans are built to make it through these situations. We strive to allow our clients to retire and live through any market condition with the right plan.

Whose Advice Are You Following?

You are as only as good as the experts you surround yourself with. Do not go down the road of life and live through retirement without a plan. Obtain a plan that meets your needs and brings the confidence of knowing your future is exactly as you dreamed it to be. Let Beacon Financial Group shows you the possibilities.

Let Beacon Financial Group Give You The Freedom You Desire