Beacon Financial Planning, Inc. offers comprehensive fee-only financial planning and investment management.
We have offices in Centerville, Easton, and Wellesley, Massachusetts, and an office in Naples Florida. We serve clients across the country.
Our focus encompasses financial planning and investment management for individuals, retirement plan management for small and medium size businesses, and charitable giving.
Working with our clients, we create a financial plan that incorporates the following: goal setting, emergency funds, debt management, insurance, investments, college planning, retirement planning, taxes, and estate planning. We also provide on-site corporate education seminars and employee financial consultation.
For more information, please contact us and we will be happy to discuss how we may best help you to achieve your financial goals.
What does it mean to be a Fee-Only financial planner? We do not sell any products or services for which we receive a commission. All forms of compensation come directly from the client.
Not only do we adhere to the NAPFA fiduciary oath, our advisors are nationally recognized for the leadership and teaching of financial ethics.
Our success depends on yours.
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