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“Your word is a lamp to my feet and a light to my path.” —Psalm 119:105

About Me

Cathy Jackson is the president of Beacon Financial Group, LLC. (established September, 2006) and an Investment Adviser Representative with NEXT Financial Group, Inc. She has worked in the financial industry for 24+ years starting in the pension industry and transitioning to the investment arena. She handles all aspects of each client’s written financial plan that include goal setting, saving for college, retirement planning, insurance needs, estate planning and charitable giving. She is a member of the Financial Services Institute. Beacon Financial Group offers income tax preparation as well.

Investment Advisers Representatives have a fiduciary responsibility to act in their client’s best interests. They put their client’s needs above their own, act in good faith and fully disclose all material facts. Most have fewer inherent conflicts of interest and generally provide more comprehensive advice. As a Certified Kingdom Advisor®, Cathy has additional training which enables her to incorporate a Biblical perspective on financial decisions.

Realizing the need to educate people in financial literacy, Cathy is the founder of Beacon of Knowledge Ministry, whose mission is to educate families in the principles of prosperity that will guide their personal contributions to the world, and come to know Christ more intimately. She has developed and started presenting educational seminars. The seminars are structured to focus on education and assisting families in the areas of finance and goal setting.

Cathy’s core values are Christian based and include recognition of God’s ownership of all things, the need to pray about everything and the desire to equip and serve others with excellence while teaching in ways understood by all cultures and generations.

Cathy’s primary job as a wife and mother to three boys keeps her busy! She resides in East Fallowfield, PA with her husband, Paul and sons, Nicholas, Kyle and Ryan. She enjoys playing golf, gardening and cooking for her family.

Cathy is a professional member of Kingdom Advisors. She is an active member of her church, Thorndale United Methodist. Cathy is board chair of her nonprofit, Beacon of Knowledge Ministry and a member of the Western Chester County Chamber of Commerce.

Latest News

Financial and Economic Brief - September 3, 2020

• Are people moving out of the cities to suburbia? - There has been a lot of buzz around whether the Covid-19 Pandemic has more people fleeing the large cities for the suburban life.

• The Best New Careers of 2020 – It’s no longer a secret! - Many people often wonder what jobs will produce the best possible future for themselves and their families.

• Retirement Savings Tips for 45 – 54 Year Olds - Retirement planning is always a challenging process. This is generally because individual goals change and the cost of living is a moving target.

Financial and Economic Brief - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)

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Contact Me

Beacon Financial Group, LLC

Cathy A. Jackson

535 N. Church Street, Suite 204
West Chester, PA 19380
ph: 484.844.7824
fax: 610.380.4714
CJackson@NEXTFinancial.com