Our Approach

Take Control Of Your Financial Future

At Beacon Financial Group, we work closely with our clients to bring focus and clarity to their financial goals and by helping them build and protect their wealth. Our comprehensive three-step process is designed to provide you with an effective roadmap and instill confidence in your journey leading up to retirement. Once you decide to retire, our expert advisory services can help you make the most of your Golden Years.


Without a strong foundation, a financial plan isn't likely to succeed. Our certified investment advisors take the time to get acquainted with our clients and understand their needs and goals. No two people are alike, and no two financial planning roadmaps look the same. We take whatever time is needed to get familiar with each client's specific situation and needs, and work hand in hand with them to develop and manage a plan to help achieve their goals.

Evaluate Your Situation

We dig deep into ideal opportunities for our clients to build a successful and sustainable financial plan. Our investment advisors apply their deep expertise to formulate ideas and strategies to guide our clients in the right direction. Our advisors never launch a plan without our clients feeling 100% confident about every detail.

Review Your Financial Plan

Once we develop your customized financial plan, your journey to financial freedom begins. We will review your financial plan regularly to determine how your sources of retirement income will contribute to your financial independence and confidence, and suggest refinements to your plan as circumstances change.

Enjoy the Comfort of Financial Security

Proper financial planning can bring you confidence and free you from worry about day-to-day market volatility. Markets rise and fall, but the key is to be prepared. Our certified wealth managers build strategies that can position you to navigate the ups and downs of the market, so you can worry less and enjoy life more.

Why Choose to Work with Us?

We are a highly respected Dallas-based investment advisory firm with clients across Texas and the country. With decades of experience helping clients achieve financial freedom, we provide a comprehensive roadmap that considers market opportunities and challenges. Most importantly, our customized financial and retirement plans are always based on our clients' short- and long-term needs and goals.

Our investment advisors are commited to helping our clients gain and maintain financial independence. With a deep understanding of financial markets and investment management, our financial advisors provide our clients with expert advice. We are here to help you develop your roadmap to financial independence.

What Our Clients Have to Say

"My husband and I have been doing business with Beacon Financial for many years. If you are looking for a money-manager, we highly recommend Beacon. Very satisfied with outcome and their professionalism."

- Beverly R.

"Gus Payne has been assisting me with retirement advice and planning for years. I could not recommend them more highly. Thank you, Gus!"

- Anthony C.

"My wife and I were dissatisfied with our previous financial advisor and on the recommendation from one of our very good friends, we contacted Beacon. We are so happy they shared their secret with us!"

- Bill and Pam H.

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 have not been found to present any conflicts.

Contact us today to start planning for a secure future

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or Beacon Financial Group. Beacon Financial Group is affiliated with Kestra IS and Kestra AS.

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