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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.

Cathy is the recipient of the 2020 Five Star Wealth Manager award.

Latest News

Financial and Economic Brief - March 1, 2021

• The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides complete analysis of several parts of the American economy, look no further.

• How Inflation Effects the Financial Condition of Your Life – At this point, we are frequently told that we should have very little concern about inflation and its impact on the economy.

• Growing Need for Long Term Care Insurance as Baby Boomers Enter Old Age. - Baby Boomers are realizing that they should have taken on an LTC insurance policy a decade ago.

Financial and Economic Brief - February 1, 2021

• How Option Trading Shocked “Short Selling” Institutional Traders - This is one story that has many of us scratching our heads and wondering; how can a group of small investors bring down large Wall Street traders?

• Economic Impact of Shutting down the Keystone XL Pipeline – Economists are evaluating the impact this shutdown will have on jobs, the US Economy and climate change.

• Small Businesses Need to Act Quickly for The PPP “Second Draw” - Congress has passed legislation that will provide an additional $284 Billion Dollars for small businesses.

Financial and Economic Brief - January 1, 2021

• Highlights of New Covid Stimulus Bill - The new legislation, signed on December 27, 2020, has something in it for everyone; and more may be coming!

• Migration Movement from City to Farm? – Many Americans believe that the Covid-19 Pandemic has caused many to uproot their families and move from cities to suburbs or rural countryside.

• Chances of an IRS audit? The IRS Releases the Numbers. - One of the most unsettling times in a person’s life is the dreaded IRS audit.

Financial and Economic Brief - December 1, 2020

• Dow Breaks 30K – Is There a Higher Limit? - Pundits predicted that it would be many years, if not decades, before the Dow would recover to highs prior to March of 2020.

• The Fed’s Impact on Mortgage Rates & Acquisition of MBS – In the past, the party line among bankers was that the Fed’s control of the money supply had little to do with long term mortgage rates.

• The New SECURE Act Changes Required Minimum Distributions at retirement age - You may need a complete review of your retirement strategy based on how the new legislation will affect your retirement strategy.

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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