BEACON FINANCIAL PARTNERS, LLC
Boston and New York

CONNECT

Address:

301 Edgewater Place, Suite 100
Wakefield, MA 01880

Phone:

6172172166

Our Services

While developing a customized financial program, Beacon Financial Partners, LLC, will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

WEALTH ACCUMULATION

Portfolio Building- Through asset allocation*, we can develop an investment strategy that balances potential risk and return by diversifying* your assets across several investment categories. We will take into account your risk tolerance and liquidity needs, as well as your short term and long tem goals.

College Funding - We can help you choose the appropriate savings and investment vehicles, as well as appropriate plans available for financing an education.

Retirement Planning - If you are planning for a secure retirement, we can help you evaluate your existing retirement plans; pensions, 401(k)s, IRAs and annuities. We can also evaluate the options available on your IRA Rollover.

WEALTH PRESERVATION

Survivorship Protection - We can help you develop a strategy using life insurance to provide the income your heirs will need to maintain their way of life.

Asset Preservation - We can recommend ways to manage risk to your hard-earned retirement portfolio and your independent lifestyle should you or your spouse need long-term care.

Disability Income Insurance - The need to protect one's current income stream and future earnings in the event of a disability is often overlooked. We can help you protect your earnings from such an event.

 

*Neither Asset Allocation nor Diversification guarantee against loss.  They are methods used to help manage investment risk.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck