Retirement Redefined
Around the country, attitudes about retirement are shifting.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.
A Retirement Plan You Can Count OnLife is filled with dreams and goals. You work hard to live the life you deserve, and you plan for a long and
but are you sure you're on the right course of action to get there? Retirement is cloaked with many questions and potential pitfalls. Do you know how much income you will need to support your lifestyle? What part does Social Security play in the picture?Getting to retirement and being able to enjoy life through your retirement years are two different goals. Here at Beacon Financial Group, helping our clients achieve those objectives is the primary reason we exist.At Beacon Financial Group, we create the roadmaps that guide our clients toward the future they dream of. We bring the confidence in your investments that only comes from knowing you have a solid plan that is backed by the experience of qualified advisors. Thanks for signing up!Sign up for Quarterly UpdatesSign up for timely news and updates delivered to your inbox.
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Ready for Retirement
*Premier Advisor *Participation in North Texas Premier Financial Advisors is based on the following internal criteria: *FINRA: Summary Report of Brokers -No events/complaints disclosed
-Passed all general industry/product exams
-Licensed agent in state of Texas  *Investment Advisors Public Disclosure (IAPD) -No disciplinary events involving advisor -Updated/current employment and employer
-All registrations/licensing current for state of Texas  *Certified Financial Planner *Chartered Financial Analyst *Other internal proprietary research/analysis and no awards/trophies are given to participants in issue.Download Our Latest GuideInvestment Pitfalls High-Net Worth Investors Should AvoidDownload Our AppWe've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.
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A letter of instruction provides additional and more personal information regarding your estate.
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Read this overview to learn how financial advisors are compensated.
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Use this calculator to compare the future value of investments with different tax consequences.
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Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Recent changes in estate tax laws could affect the strategy you have in place.
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It's easy to let investments accumulate like old receipts in a junk drawer.
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