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 - February 5, 2018

• Fed “Pauses” Tightening - The financial markets are concerned about a slowing economy, and the Fed chairman has sought to reassure investors.

• General Motors Cuts Jobs - General Motors is expected to start its next round of white-collar job cuts this week, but there are fewer staff reductions left to make than were anticipated.

• Ultimate Software Agrees to Buyout - Ultimate Software Group Inc., a cloud-based human resources applications developer, said on Monday it agreed to be bought by an investor group for about $11 billion.

Financial and Economic Brief - January 8, 2018

• Job Creation Hot in December - Job creation surged by 312,000 in December though the unemployment rate rose to 3.9%.

• A New Exchange, MEMX - Morgan Stanley, Fidelity Investments, Citadel Securities & a group of other financial companies have agreed to jointly launch a new low-cost “bourse” that will compete with the NYSE & Nasdaq.

• Eli Lilly to Buy Loxo Oncology - Eli Lilly and Co. announced Monday it will acquire Loxo Oncology for about $8 billion in cash.

Financial and Economic Brief - December 4, 2018

• Trade Agreement Truce - Markets rallied on news that President Donald Trump and Chinese President Xi Jinping, had reached a “truce” in the trade battle.

• Car Sales Fall - Several carmakers including Ford, Honda and Toyota reported a drop in new car sales in the U.S. in November.

• Qtar Pulling Out of OPEC - The small, “gas-rich state” of Qatar said that it will leave OPEC on January 1 after nearly 60 years.

Financial and Economic Brief - November 6, 2018

• Wall Street’s Concerns about Jobs Report - A “near perfect” jobs report was delivered last week with more than 200,000 Americans per month finding jobs.

• Lowe’s Closing Underperforming Stores - In an announcement today, Lowe’s will close 51 underperforming stores in North America.

• Iranian Oil Sanctions Start - The U.S. reintroduced sanctions against Iranian oil while giving some of America’s closest allies exemptions that allow Tehran’s biggest customers to keep buying oil for now.

Financial and Economic Brief - October 4, 2018

• Economy Looks Good - Following Jerome Powell’s description of the U.S. economic outlook as “remarkably positive”, people are wondering how long this “rosy” period might last.

• Canada, Mexico, U.S. New Trade Deal - Canada has agreed to join the U.S. and Mexico in a trade deal that will replace NAFTA, according to officials.

• Honda Takes Stake in GM - Honda Motor Co will invest $2 billion & take a 5.7% stake in General Motors' Cruise self-driving vehicle unit, to jointly develop self-driving vehicles for deployment in ride services fleets around the world.

Financial and Economic Brief - September 4, 2018

• New NAFTA Deal without Canada? - The Canadian dollar fell against the U.S. dollar after President Trump said the U.S. and Mexico could move forward without Canada in a new NAFTA deal.

• China Lures Talent from Taiwan - A veteran engineer of one of Taiwan’s top-tier chipmakers took an offer from a Chinese state-backed chipmaker last year and now oversees a small team in eastern China.

• Tesla’s Stock Price Forecast Slashed - JP Morgan Chase cut its price target on Tesla, causing its shares to briefly tumble.

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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