beacon Retirement Planning Group
Start with a Plan Built to Navigate What’s Next.
We help business owners and pre-retirees navigate complex transitions — from exit strategies to income design — with coordinated planning that helps protect your wealth and offer clarity for the years ahead.
Who We Help
Clear Guidance for Important Decisions—Sell, Retire, or Prepare with Confidence
Even the best-laid retirement plans can encounter challenges without a tailored strategy. Beacon Retirement Planning Group helps turn uncertainty into opportunity with tax-efficient strategies tailored to your goals—to help you move forward knowing every dollar is working for you.
Clarity meets Confidence
Why Families and Entrepreneurs Choose Beacon
Forget the jargon. You need clarity, action, and results—and that’s what we aim to deliver. It’s why clients like you choose us.
Boutique & Independent
Built for you—never steered by products or shareholders.
Business Exit-First Mindset
We plan backward from liquidity to help ensure your post-sale life can remain fully funded.
Wall-Street Tools for Main-Street Wealth
Our HORIZON FORMula™ helps grow family portfolios with a holistic approach to retirement
EOS Integrated*
EOS is a business management framework that helps ensure business owners’ financial game plans sync with a shared vision.
Our Services
When Paychecks Stop, Your Lifestyle Won’t
Our team helps engineer tax-efficient strategies designed to guide you through decades of confident retirement.
Legacy Strategies
How to help pass lasting wealth to loved ones and causes, avoiding hassles and confusion.
Medicare Guidance
Secure the right health coverage that balances care and cost—to help protect both your future and wallet.
Business Exit & Succession Consulting
Learn how to help transform years of effort into flexible wealth.
Retirement Income Blueprints
Create dependable income to help sustain your lifestyle.
Social Security Optimization
Time benefits wisely to help maximize lifetime income and strengthen every other piece of your plan.
Tax-Efficient Plans
Layer well-timed moves to help more of your money can grow for you, year after year.
Clarity for Life’s Biggest Financial Decisions
Retirement today is more than numbers—it’s about aligning your family, career, lifestyle, and wealth into one clear strategy you can depend on. That’s why we start with the FORM™ Discovery:
Family
What do you want for the people you love?
Occupation
Will your money outlast your work?
Recreation
What adventures matter most?
Money
How do you define financial freedom?
Then, using our proprietary HORIZON FORMula™, we distill your priorities into a personalized, tax-efficient plan you can actually understand and use—whether you’re selling a business, preparing to retire, or already retired.
It’s everything that matters—focused, clarified, and ready to guide your next step.
A Smarter Path
Family Office Planning For Business Owners—Without the Barrier
Exiting your business is just the beginning. Beacon Private Wealth Network coordinates your Six1™ advisory team—tax, legal, wealth, risk, and business specialists—into one clear strategy that strives to turn years of work into lasting family wealth without the $100M barrier and help you move from liquidity to legacy with confidence.
Resources for the Road Ahead
Explore calculators, guides, and other carefully curated resources hand-picked to help you prepare with clarity and confidence.
Contact Beacon
Unclear About Your Retirement Path? We’ll Help Guide the Way.
Whether you’re selling a business, nearing retirement, or already retired, clarity can make a real difference between a confident decision and a costly mistake.
