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 1, 2021

• A $3.5 Trillion Budget Spending Bill - PASSED the House – The House has narrowly passed a huge budget while also cementing in a date to pass a $1.5 trillion infrastructure bill.

• What is the Future of the Pharmaceutical Industry? – The worldwide value of the pharmaceutical is approximately $1.2 Trillion.

• 2021 Year-end Tax Strategy – Get a jump on filing your income taxes as early as possible this year since there have been many tax changes resulting from new tax legislation.

Financial and Economic Brief - August 1, 2021

• 2021 Q3 – The latest Economic Forecast? – Some economists and other pundits are forecasting a robust Q3 and Q4 for 2021.

• “For the 99.5% Act” strategically introduced by Senator Bernie Sanders – Recent legislation proposed by Senator Bernie Sanders will severely impede the estate planning efforts of many Americans.

• The E-Vehicle Revolution – When the Internet started, many didn't believe it would have unprecedented influence that took place over such a short period of time.

Financial and Economic Brief - July 1, 2021

• The Decline of Lumber Prices – How Will it Affect Home Prices? – The price of lumber futures has dropped dramatically over the past few months.

• Businesses are Faced with a Labor Shortage – Is it Temporary or Long-Term? – It would have been almost impossible to predict the hiring dilemma that many businesses currently face.

• The Federal Ban on Evictions and Foreclosures is Scheduled to End on July 31, 2021 – Evictions and foreclosures only affect a relatively small percentage of the American population.

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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