WELCOME

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If you're like most people, you would probably like to:

  • Create and preserve wealth
  • Enjoy more free time
  • Simplify your life
  • Save money on taxes
  • Make your money work for you
  • Provide a safety net for your family
  • Build a solid foundation for the future
  • Reduce stressful decision-making
  • Ease record-keeping burdens
  • Generate a steady stream of retirement income
  • Enjoy happy, prosperous, golden years
  • Leave a legacy for loved ones

 

Beacon Financial Partners, LLC (BFP) is an independent, fee-only financial advisory firm that can help you achieve all of the above, and more. We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances.

 

BFP is owned and operated by Carl Carpenter, CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner).  Of the nearly 650,000 people in the U.S. today that call themselves financial advisors, only about 80 of them are members of NAPFA (a national organization for fee-only financial advisors), CFP®  licensees, and CFA®  charterholders.  Carl is one of those 80, and also has over twenty years of investment, financial planning, and accounting experience. 

 


To learn more about who Beacon Financial Partners works with, click here.  

If you would like to schedule your free initial consultation, click here. 

Be sure to request our free special report “Top Ten Ways to Achieve Financial Prosperity” by clicking here.
            

 
2130 Main Street, Suite 233
Huntington Beach, CA   92648
Phone 714-969-8484    Fax 714-969-8120
cc@beacon-fp.com

All content on this website is for informational purposes only.  Material presented is believed to be reliable, but we make no representations as to its accuracy or completeness.  Beacon Financial Partners, LLC ("BFP") is a Registered Investment Advisor in the State of California.  This website is limited to the dissemination of general information about BFP and its service offerings, and provides an alternative method for prospective clients to learn more about BFP and to contact BFP.  Advice may be rendered only after the delivery to client of Form ADV Part II (or equivalent marketing brochure), and the execution of an investment advisory and/or financial planning contract between the client and BFP.  The authors, publisher, and host of this website are not providing any accounting, legal, or other specific advice regarding your individual situation.
©2013 Beacon Financial Partners, LLC . All rights reserved.