Investment Committee Member
Why Should You Choose Us?
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. The value of working with a financial advisor varies by person and advisors are legally prohibited from promising returns, but research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.
A recent Vanguard study found that, on average, a $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.
Beacon Financial Planning can help you prepare for and thrive in retirement by making sure you don’t outlive your assets. Compassion, Collaboration, Trust & Integrity are at the core of Beacon’s business model with a focus on exceptional client service.
Meet the Team
Beacon Financial Planning was established as a Fee-Only financial planning firm by Linda Gadkowski, CFP in 1990. After decades of helping clients reach their retirement goals, Linda is happily retired and serves as a trusted resource to the current team at Beacon Financial Planning.
We’ve Got the Resources to Keep You Informed
How Can We Help?
Beacon Financial Planning, Inc. has announced the promotion of Kelli Grew to Vice President of Financial Planning.Read More
“Beacon has a culture of coaching and celebrating the wins along the way, but also supporting each other and making room...Read More