Retirement Planning

Make Your Golden Years Your Best Years

Managing your finances and preparing for retirement might seem overwhelming. At Beacon Financial Group, we offer trustworthy and fully custom retirement planning services to help you feel prepared every step of the way. Our financial advisors provide a plan specifically tailored to your economic situation, challenges, goals, and needs. That includes guidance on managing your retirement savings to provide a steady income for you during retirement.

Get in touch with our financial consultants today and begin your journey towards financial freedom.

Financial planning for retirement in Dallas, TX.

Reliable Retirement Planning Tailored to You

At Beacon Financial Group, we are committed to helping our clients reach their financial goals. Our financial consultants follow a comprehensive, three-step process to ensure we deliver a roadmap that fits your needs.

Part of what makes our services so reliable is we constantly monitor your progress and make timely adjustments to ensure everything stays on track.

Get Started with Retirement Planning

Don’t leave your retirement to chance. Contact us today and begin preparing for retirement with reliable, experienced, and trustworthy

Frequently Asked Questions (FAQs)

Q Why is retirement planning important?


Retirement planning helps you secure financial independence when the time for retirement comes. Through savings, investments, insurance, and more, you can prepare for the future and meet your financial goals. Additionally, planning can help maximize your resources so you can be prepared to handle unforeseen situations.

Q What is the objective of financial planning?


The main objective of financial planning is to help you reach your financial goals. This financial service provides a roadmap for success, whether you are saving for a child's college expenses, planning for retirement, growing your portfolio, and more.

Q What are the best retirement plans?


The best retirement plan for you depends on your financial situation and your needs. For example, if employed, you may be able to take advantage of employer-sponsored retirement plans such as 401k, 403b, and 457b plans. On the other hand, traditional IRAs and Roth IRAs are excellent choices for those not covered by an employer-sponsored plan.

Q What is 401K and how does it work?


A 401k is a type of retirement plan where employees contribute a percentage of their income towards retirement and their employer matches a part of that percentage. 401k plans include traditional and Roth plans. These plans offer great tax benefits, and clients can move their plan if they switch jobs.

Client Testimonials

"Steve Engro and the team at Beacon have been helping our family with investment advise & financial planning assistance for over 20 years. I value their advise and our results have exceeded expectations. The entire staff is very professional, responsive and accessible."

Mike Jump

"Gus Payne has been assisting me with retirement advise and planning for years. I wish I had invested more money with Beacon over time. I could not recommend them more highly. Thank you, Gus!"

Anthony Chirikos

"I have worked with the team at Beacon Financial for over a decade. They are smart, caring and most of all they ALWAYS put their clients first. If you need financial advice/help, then you've come to the right place!"

Steven Shore

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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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