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 - December 1, 2021

• Projected Growth for the US Economy in 2022 – Many economic pundits provide annual projections for the coming year.

• Are the Oil Companies Making Huge Profits While Americans Feel the Pain at the Pump? – Ask friends, family and neighbors about how much it is costing them to fill-up that SUV at the petrol station.

• The New IRA Contribution Rates Are Out for 2022; You’ll Be Happy to Know There Are Many Increases – The IRS has recently released the new IRA contribution rates and limits.

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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