
Reliable Financial Planning Services in Dallas, Texas
At Beacon Financial Group, we are an experienced financial consultant firm in Dallas, Texas committed to providing high-quality financial planning services. Our certified financial planners provide a carefully crafted roadmap to help you achieve your financial goals. This can include wealth management, portfolio growth, retirement planning, and more.
Get started with legacy planning in Dallas today. Our trustworthy certified financial advisors are ready to help you begin planning for the future.
Experienced. Reliable. Trustworthy.
Your Guide on the Journey to Financial Freedom
Our financial planning services can help you gain financial independence and secure your and your loved one’s future.
A Dallas 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. Our legacy planning services are fully customized to our client's goals and needs.

Barron's Top 1,200 Financial Advisors 2022

Forbes Best-In-State Wealth Advisors 2021

Pensions&Investments Top Performing Manager Retirement Income Category 2018

Forbes America's Top Wealth Advisors 2017
Make Retirement The Best Years Of Your Life
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 financial advisors. Get in touch with our financial consultants today and begin planning for your future with reliable financial planning services that put you first.
Testimonials
The testimonial presented is made by an individual who is a client of Beacon Financial Group and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonial is not paid, nor have the participants received any non-cash compensation, and are not indicative of future performance or success. The testimonial has been evaluated for conflicts of interest and has not been found to present any conflicts.