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.
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.