Retirement and Estate Planning

Beacon Financial Advisors, Inc., is intensely focused on providing preeminent financial advice and superior service to a limited number of clients. Many client relationships are multigenerational. For these clients, the greatest benefit to working with us comes from the intimate knowledge we possess of their estate and financial goals and structure. Often, in collaboration with attorneys and other advisors, we've quarterbacked the initiative that created the financial structure. In general, ...

Beacon Financial Advisors, Inc., is intensely focused on providing preeminent financial advice and superior service to a limited number of clients. Many client relationships are multigenerational. For these clients, the greatest benefit to working with us comes from the intimate knowledge we possess of their estate and financial goals and structure. Often, in collaboration with attorneys and other advisors, we've quarterbacked the initiative that created the financial structure. In general, we provide advice on a fee-only basis.