If you would like further information specific to your financial plan or would like to schedule an appointment with an advisor, please submit your request below.
Beacon Retirement Planning Group, Inc.
​offers several convenient locations.
Please see the list below to find an office near you.
Carlsbad, CA Office (Headquarters)
Atlantic Aviation Complex
2100 Palomar Airport Road, Suite 214-8
Carlsbad, CA 92011
p: 855-346-2663
f: 760-692-0775
Scottsdale, AZ
Raintree Corporate Center
15333 N. Pima Road, Suite 260
Scottsdale, AZ 85260
p: 760-271-2853
Escondido
960 Canterbury Place, Suite 110
Escondido, CA 92025
p: 855-346-2663
f: 760-692-0775

Office Locations

Carlsbad (Headquarters) | Escondido
Scottsdale, AZ

p: 855-346-2663 | f: 760-692-0775

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Kelly J. Carter: CA Ins Lic # 0E89958 | Steven A. Conte: CA Ins Lic # 0E36640
Advisory Services offered through ChangePath, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and ChangePath, 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.