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Beacon Financial Partners, LLC

Call us to discuss your situation (or just send us an e-mail) so that we can get a better understanding of your needs and you can get a better feel for our services.  If it makes sense for us to get together, then we can schedule an initial no-cost, no-obligation consultation in our office.

You are under no commitment whatsoever — this is just an introductory meeting to get acquainted and see if we should move forward in working together.  We will go over your situation and our services in more detail and give you an introductory package that you can take home prior to making any final decision (but note that Hourly Consulting clients usually take the opportunity to turn the initial meeting into a working session to answer their questions on the spot).

 

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Beacon Financial Partners, LLC
All content on this website is for informational purposes only and is believed to be reliable, but we make no representations as to its accuracy or completeness. Beacon Financial Partners, LLC ("BFP") is a Registered Investment Advisor in the State of California. This website is limited to the dissemination of general information about BFP and its service offerings, and provides an alternative method for prospective clients to learn more about BFP and to contact BFP. Advice may be rendered only after the delivery to client of Form ADV Part II (or equivalent marketing brochure), and the execution of an investment advisory and/or financial planning contract between the client and BFP. The authors, publisher, and host of this website are not providing any accounting, legal, or other specific advice regarding your individual situation.
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Get In Touch
2130 Main Street, Suite 233
Huntington Beach, CA 92648
Phone (714) 969-8484
Fax (714) 969-8120
cc@beacon-fp.com
Copyright ©2014 Beacon Financial Partners, LLC
All rights reserved.