Let us act as a beacon for you. We help you achieve your financial goals through planning.
At Beacon Retirement Planning Group, our goal is to show you how your nest egg can work for you. Working together, Kelly Carter and Steve Conte will develop a unique financial plan catered to your short- and long-term financial goals. Your satisfaction is extremely important to us and we want to help you earn the retirement you’ve always planned for.
The Alternative Retirement Strategy™ provides you — the business owner, entrepreneur, airline employee, aviation business owner, medical personnel, or legal professional — with the opportunity to use a unique financial strategy to fund your retirement now. These proven principal-protected strategies use the power of leverage to enable selective and tax-efficient transfers of wealth into powerful yet conservative financial programs.
Beacon Retirement Planning Group is ready to serve your retirement planning needs.
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
Download your COMPLIMENTARY retirement income guide today and start learning more about where you are in your retirement income future!
Carlsbad (Headquarters) | Escondido Laguna Hills | San Diego |
Kelly J. Carter: CA Ins Lic # 0E89958 | Steven A. Conte: CA Ins Lic # 0E36640 Greg Chick: CA Ins Lic # OD32817 | David L. McGuire: CA Ins Lic # 0K77345
Advisory Services offered through Change Path, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and Change Path, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.