What We Do

“Without counsel plans fail, but with many advisers they succeed.”
—Proverbs 15:22


Our goal at Beacon Financial Group is to educate, inform and empower clients by delivering the most accurate and timely financial information available. We want to assist you with your financial goals.

With that in mind, we look for ways to design long term diversified investment strategies built within a planning process and are always looking for the most cost-efficient, high-value ways to manage your money.

Retirement Planning:

Investing for retirement involves thinking about the following questions:

  • How much should I invest?
  • What’s my ultimate goal?
  • How do I turn those savings into reliable income that won’t run out?
  • Where will my retirement savings come from?

Counting on social security alone to pay for such essential retirement expenses such as food, utilities and taxes could create a significant income shortfall for you.

Retirement Income Risk:

Longevity Risk – we’re living longer than ever these days. This means you may have many more years to plan for than you realize.

Inflation Risk – Inflation can reduce the purchasing power of your dollar. Maintaining your current standard of living throughout retirement will require that you gradually increase your retirement income.

Market Risk – when it comes to investing in the financial markets, there are no guarantees. The value of today’s nest egg will likely be different tomorrow, and different again in a month or year from now.

Income Risk – Imagine you’re retired. You withdraw 7% of your investment every year. What happens if the market does poorly in a given year, how can you keep your income from taking a hit?

When you decide to retire, we can help guide you on the right path to a successful retirement plan.

Call us today for help with your retirement planning strategy.

Latest News

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.

Financial and Economic Brief - July 3, 2019

• Stocks Steady amid Threatened Tariffs - Stocks were steady today after the U.S. threatened a new wave of tariffs on European goods, dulling recent optimism surrounding the U.S.-China trade truce.

• GE in Decline - GE's (GE) stock decline, down by nearly two-thirds since the end of 2016, has knocked the company down to the 59th most valuable in the S&P 500.

• OPEC, Allies Extend Supply Cut - OPEC and its allies agreed to extend oil output cuts until 3/20, seeking to prop up the price of crude as the global economy weakens and U.S. production soars.

Financial and Economic Brief - June 4, 2019

• U.S. Stock Market Futures Fall - U.S. stock index futures fell Monday, after the China and U.S. trade relationship “intensified” over the weekend.

• U.S. Inflation Ticks Up - U.S. consumer prices increased in April, which could support the Fed’s contention that recent low inflation readings were temporary and allow the Fed to keep interest rates unchanged for a while.

• Factory Activity Slows - An escalating trade war between the U.S. and China raised fears of a global economic downturn and put pressure on policymakers to roll out more stimulus.

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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