Beacon Financial Solutions Inc.

Beacon Financial Solutions is a financial planning firm, focusing on achieving and sustaining our clients' wealth through proactive management solutions. We are committed to providing ethical service and building life-long relationships by exceeding expectations. Our dedication distinguishes our independent firm, and helps enable enduring success for our clients, company and community.

We use a disciplined, risk adjusted, and timely approach to investing. Periodically, using our money management platform, we carefully monitor our wealth management strategies for each client. Most investors realize the importance of planning wisely for the future; setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path to financial independence is not always obvious.

Beacon Financial Solutions is an innovative firm that provides customized financial solutions to meet our client's needs. Along with portfolio creation and management, we also provide "For Fee" financial advice to sophisticated investors and individuals who want to do it themselves. We have access to a multitude of investment, insurance and mortgage products.