Retirement Readiness Infographic

We at Beacon Financial Planning of Cape Cod, Inc. are committed to charting your journey to financial confidence.  We invite you to take a moment to reflect on the following “retirement readiness” infographic.  Retirement is only one piece of your financial plan so it is important that we review all the moving pieces that may impact your plan including: cash flow, goals (both pre and during retirement), tax efficiency, estate planning, college savings, risk management and more.  We are here and happy to be a resource for you and your family.