BFPCC Team Year in Review

January 28th, 2020

I hope you are enjoying the start to the New Year and New Decade. I pause in gratitude to reflect on this past decade and want to share some exciting news with you for what's ahead.

When I purchased Beacon Financial Planning of Cape Cod, Inc in June of 2015 we had a staff of 2 people and we were managing around $90 Million of assets. Today we are a team of 5 and manage around $180 Million of assets.

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