WEALTH SOLUTIONS

 

 

Beacon Financial Partners can act as your personal advisor in arranging many of your financial needs.  We either offer solutions directly or have access to an experienced team of outside, independent professionals to serve you in the following areas:

  • Wealth Management
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Portfolio Reviews
  • Stock Option Planning
  • Estate Planning
  • Charitable Planning
  • Private Foundations
  • Business Valuations
  • Business Buy / Sell
  • 1031 Exchanges
  • Pension Administration
  • College Planning
  • Personal Insurance
  • Elder Care
  • Business Entity Formation
  • Personal & Business Tax Preparation


 We do not give advice on bankruptcies, foreclosures, divorce, legal disputes, and similar situations.


To learn what makes Beacon Financial Partners unique, click here.
            
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