Always Looking Out For You
Retirement Plan Services | Personal Wealth Management | Professional Athlete Services
We are more than fiduciary advisors; we are Retirement Advocates.
Our advisors serve as financial advisors to business professionals managing corporate retirement plans, high-net-worth individuals, and professional athletes.
Through our disciplined approach, we provide personalized service and advice in the areas of corporate retirement plan management, personal retirement planning, estate planning, tax planning strategies, asset management, and business succession planning.
Meet the 4EVERY1(k)
Beacon's 4EVERY1(k) Pooled Employer Plan (PEP) solution offers businesses a streamlined approach to providing a workplace retirement plan.
By bringing key plan responsibilities and services together under one solution, the 4EVERY1(k) can help you focus on providing a valuable retirement benefit for your employees.
Is Your Retirement Plan Advisor Really a Fiduciary?
A recent study by Planadvsior.com, cited that nearly 25% of plan sponsors who claimed to have an advisor on their plan were unsure what type of advisor they hired.
With so many retirement plan advisors claiming to be "fiduciaries" these days, it is critical for plan sponsors to understand this distinction. The difference can often determine the type and level of services provided to you and your employees.
If you're unsure what type of fiduciary - if at all - is servicing your 401(k) plan, read this blog to learn more.
The Hidden Fee Manifesto: Exposing Some of the Biggest Secrets of the 401(k) Industry
Just released! This easy-to-read white paper details exactly how fees are hidden throughout 401(k) plans, why they are a major liability, and how to identify them within your plan.
The 8 Mistakes Small Business Owners Make When Starting a Retirement Plan
Free Resource! Starting a retirement plan involves a lot of moving pieces, and the decisions made early can have a lasting impact.
Discover 8 mistakes businesses should watch for and gain practical guidance to help get your plan started on the right track.
Are Hidden Fees Hijacking Your Employees' Retirement?
Are you worried that excessive or hidden fees are diminishing your employees' retirement savings? If so, you could be exposed to unnecessary fiduciary risk. We can help!
Understanding Your Estate
Taking steps to help protect your estate is a key financial choice.
With appropriate strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.
This White Paper outlines critical elements worth considering when creating your estate strategies.

A Member of The Beacon Group of Companies
Employee Benefits
Our experienced benefits professionals will guide you through the benefits selection process from start to finish.
Property & Casualty Insurance
We serve all of our clients by customizing competitive insurance programs to improve workplace safety and enhance profitability.