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How does the advisor help clients – Key Takeaways:
BEACON FINANCIAL PLANNING, INC. provides comprehensive financial planning services to help clients achieve their financial goals. With a team of experienced financial experts, they offer personalized solutions tailored to each client’s specific needs.
Facts and Insights
Here are some key facts and insights about BEACON FINANCIAL PLANNING, INC.:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 25 years
Financial Services Offered
BEACON FINANCIAL PLANNING, INC. offers a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
BEACON FINANCIAL PLANNING, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net-worth individuals
Fees & Compensation
BEACON FINANCIAL PLANNING, INC. adopts a fee-only compensation structure, which means they do not earn commissions or receive any form of compensation from the products they recommend. This ensures that their advice is unbiased and in the best interest of the client. The fees charged are a percentage of the assets under management or a flat fee for specific services.
Background
Founded in 1996, BEACON FINANCIAL PLANNING, INC. has been providing trusted and reliable financial planning services for over 25 years. Their team of advisors has a wealth of experience and expertise, making them a reputable name in the industry.
Financial Advisor Disclosures to Know
When seeking financial advice, it is important to be aware of any potential conflicts of interest or disclosures. At BEACON FINANCIAL PLANNING, INC., the advisors adhere to strict ethical standards and disclose any potential conflicts of interest to clients. These may include receiving referral fees for recommending certain products or having personal investments in certain securities. Clients can trust that their advisors are transparent and act in their best interest at all times.