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 - 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.

Beacon Financial Group, LLC