Powered by the Horizon FORMula™. Financial success is based on choices, not chances.
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 have 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™”
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” solution when it comes to planning for your future.
We believe that a plan is a powerful tool. In order to retire today, you need to have a financial plan. Without a solid retirement plan, you run the risk of falling short on income or leaving nothing to your beneficiaries. Beacon Retirement Planning Group focuses on helping you achieve your financial goals and dreams.
We can help you execute a reliable retirement income plan utilizing the following products and services:
Property and Casualty Insurance.
Retirement Income Planning.
Small Business Owner Leverage Planning.
Social Security Maximization.
Tax-Efficient Strategies for Individuals.
We have experience working with all kinds of retirement income products, and chances are we can help you, too!
Our goal is to offer our clients a wide range of in house services to assist them in achieving their overall life objectives.
We take a collaborative approach and work with other professionals who also play an important role in helping you achieve your wealth and lifestyle goals, which include:
You’ve probably been planning for retirement in 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 | Scottsdale
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.