When you’re looking for financial advice, we know there’s a lot to choose from. However, if you dig a little deeper, you will find that not all financial service firms are the same. What makes Beacon Financial Partners unique?
(1) FEE-ONLY – Planning for your financial future is one of the most important tasks you will ever undertake. When you begin your journey, it’s critical that you partner with someone you can trust. Because Beacon Financial Partners is an independent, fee-only firm and not part of any major Wall Street or large financial services company, we can give you objective financial advice. We work for you as a fiduciary, so you never have to worry if we are recommending a course of action that isn’t in your best interest simply because we are looking for a fast sales commission.
(2) PERSONAL ATTENTION – We always give you the customized personal attention you deserve. With other firms you may see the principal for the initial meeting, but after that your accounts are typically generically outsourced or handled by junior staffers, and the principal may be “too busy” to speak to you. That never happens at BFP!
(3) BREADTH OF SERVICES – Compared to many financial advisors, we offer a broad array of customized wealth solution services. We have access to qualified specialists that can help meet virtually all of your financial needs.
(4) OUR TOTAL SATISFACTION GUARANTEE – We are confident that you will be totally satisfied with our services. If you aren’t totally satisfied within the first three months of your start date for any reason, then we will refund all asset management fees received.
We realize that finding the right financial partner is a very important and challenging task. We encourage you to call us with any questions you may have and/or to schedule a no-cost, no-obligation initial consultation at our office.
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