About Us
Your Retirement Beacon When it Matters Most
At Beacon Retirement Planning Group, we exist to help you build wealth, grow it with purpose, and navigate your path toward the life you’ve envisioned. Whether you’re scaling a company, preparing for an exit, or fine tuning the legacy you’ll leave behind, we serve as the steady, guiding force illuminating the way.
Our Origin Story
Wall Street caliber strategies without Wall Street agendas
Beacon was founded on this simple idea. Frustrated by sales quotas and one size fits all portfolios, our founders set out to create a firm where true commitment isn’t a promise, it’s built into our foundation.
Take Control of What Matters Most
Our proprietary F O R M™ Discovery puts you—not the markets—at the center of every decision. In one focused 60 minute conversation, we surface the Family, Occupation, Recreation, and Money priorities that will help guide every strategy for tax-efficiency, investments, and legacy we build together.
Family
We work with your attorneys to help turn those answers into multigenerational trusts, education funds, and protection strategies.
Occupation
We work with you to create predictable income streams to help ensure you can have confidence well long after the paycheck stops.
Recreation
We budget for big adventures first—safaris, sabbaticals, or a second home—to help you say "yes" without guilt.
Money
Every investment, tax move, and legacy tactic maps back to the life you described.
Clarity meets Confidence
Power Your Priorities With THE HORIZON FORMula™
As a Wealth Advisory firm that primarily works with a select group of individuals, business owners, and professionals, our clients want to face the future with anticipation rather than apprehension. Because of this, we’ve developed and refined a process that puts all of the pieces of the puzzle together as your life unfolds and your needs evolve. We call this "THE HORIZON FORMula™".
Following your F O R M™ Discovery, our process focuses on what's important to our clients and their families, and to understand their vision for an ideal life, now and in the future. We concentrate on what matters and what can be controlled. There is no "one size fits all" when it comes to preparing for your future.
Meet the Beacon Team
You won’t find silos here—only seasoned professionals working shoulder to shoulder:
OUr principles
What Guides Us As We Guide You
Here’s a look at the unique beliefs that guide us:
Integrity Over Everything
Do the right thing, every time.
Clarity Creates Calm
Less complexity breeds better decisions.
Collaboration
Clients are partners, not passengers.
Proactive, not Reactive
We prepare for challenges long before they appear.
Innovation With Purpose
Technology serves people, not the other way around.
Contact Us
Ready to Build, Grow, and Live on Your Terms? We’ll Help Guide the Way.
Book your no-obligation meeting today! No pressure. Just a casual conversation about your vision for the future and how we can help to guide the way.
