Home page content

Live Life on Purpose

Welcome, we are The Beacon Financial Group, Inc. The first thing we do is help you get real clarity about your goals and the values upon which they are based. Then we benchmark where you are now, financially speaking. We provide you (at no charge) with a unique tool, called The Financial Road Map®, which becomes the basis for developing your financial plan. Once you become our client, we serve as a financial coach, working with you to develop solutions and to create a financial game plan in alignment with your values and most deeply held beliefs. We follow a comprehensive financial planning process. We consolidate your finances and coordinate with a team of subject matter experts to create and implement a plan to help you actualize your goals. Apart from simplifying your life we hold you accountable to do what is necessary to achieve that which is most important to you. Contact us today to learn more. Contact us to take the first step.