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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Beacon Retirement Planning Group, Inc.

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Carlsbad, CA
Beacon Retirement Planning Group, Inc.

At Beacon Retirement Planning Group, Inc., we believe that a plan is a powerful tool. In order to re In order to retire today, you need to have a financial plan.

At Beacon Retirement Planning Group we believe that a plan is a powerful tool. Without a solid retirement plan, you run the risk of falling short on income or leaving nothing to your beneficiaries. At Beacon Retirement Planning Group, we focus on helping you achieve your financial goals and dreams. Our goal is to create not only peace of mind, but show you how your nest egg can work for you. Kelly

Carter and Steve Conte will develop a unique financial plan catered to your short and long-term financial goals. Your satisfaction is extremely important to us and we want to help you achieve success in retirement. The Alternative Retirement Strategy™ provides you – the business owner, entrepreneur, airline, aviation business, medical and legal professionals – with the opportunity to use a unique financial strategy to fund your retirement NOW. These proven, PRINCIPAL PROTECTED strategies use the power of leverage to enable selective and tax-efficient transfer of wealth into powerful yet conservative financial programs. Beacon Retirement Planning Group is ready to serve your retirement planning needs. To schedule a consultation to discuss your financial future, contact us in Carlsbad, CA at 855-346-2663 | Lafayette, CO at 720-741-2774 | Palm Coast, FL at 760-271-2853 | other offices coast to coast by calling 855-346-2663.

08/14/2026

💵 National Financial Awareness Day | August 14

Financial confidence starts with awareness.

National Financial Awareness Day is a good reminder to check in on the financial decisions that shape your future. Whether you are preparing for retirement, managing investments, protecting your family, or simply trying to make smarter decisions with your money, having a plan matters.

A few questions worth asking:

• Do I know where I stand financially today?
• Am I saving and investing with a clear purpose?
• Is my retirement income plan built to last?
• Are my estate and beneficiary plans up to date?
• When was the last time I reviewed my overall financial strategy?

You do not have to have every answer today. The important part is knowing the questions to ask and taking the next step.

Financial awareness today can lead to better choices and greater confidence tomorrow.

07/06/2026

We’re Halfway Through 2026. Is Your Retirement Plan Still on Track?

The second half of the year is a great time to review your retirement strategy and make sure your financial plan still reflects your goals.

At Beacon Retirement Planning Group, we believe retirement planning should go beyond investment performance. A comprehensive midyear review should include:

• Are you still taking the right amount of investment risk?
• Is your retirement income plan designed to provide the income
you need throughout retirement?
• Are there tax-planning opportunities you should consider before year-end?
• Should you consider Roth conversions, charitable giving strategies, or other tax-efficient planning opportunities?
• Are rising healthcare and Medicare costs properly accounted for in your retirement plan?
• Are your estate plan and beneficiary designations up to date?

Small adjustments made today can have a meaningful impact on your retirement income, taxes, and financial security in the years ahead.

If you haven’t reviewed your retirement plan recently, now is a good time to schedule a conversation with our team.

Beacon Retirement Planning Group
Helping individuals and families plan for retirement with confidence.

03/11/2026

Today was an incredible experience visiting the New York Stock Exchange—a place where history, innovation, and global markets all come together. Standing on the trading floor is a powerful reminder of how capital markets fuel entrepreneurship, business growth, and opportunity around the world. Grateful for the chance to see firsthand where so many iconic companies and market moments have taken place.

01/06/2026

Great article from Maryalene LaPonsie with insights on inflation trends, COLA expectations, and why health care costs continue to outpace benefit increases.

Economists are already forecasting the inflation rates that could be used to determine the 2027 Social Security COLA.

12/25/2025

11/27/2025

From all of us at Beacon Retirement Planning Group, we wish you and your loved ones a very Happy Thanksgiving!

Today, we pause to reflect on the many blessings in our lives—family, friends, good health, and the trust of the clients and communities we’re honored to serve.

Thank you for letting us be part of your journey toward financial peace and a secure future.

🦃 Happy Thanksgiving from the Beacon team!

11/26/2025

Discover what many happy retirees already know.

11/19/2025

Many people overlook these keys to a happy retirement.

11/12/2025

Here's what can really make retirement better.

10/31/2025

Don’t Let Year-End Surprises Haunt Your Finances! 👻

Before the Halloween candy disappears and the holidays take over, take a moment to check in on your finances. A quick review now can help keep any “spooky surprises” from creeping into your year-end plans.

🕯️ Make sure your retirement contributions are where they should be.
🎃 Double-check your investment mix before the markets get volatile again.
🧙‍♀️ Look for simple tax or giving opportunities before December 31.

A little planning now can save a lot of fright later!

From all of us at Beacon Retirement Planning Group, have a safe, happy Halloween—and a confident finish to 2025.

🌐 www.brpg-inc.com 📧 [email protected] 📞 855.346.2663

Address

2100 Palomar Airport Road, Ste 214
Carlsbad, CA
92011

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+18553462663

Website

http://www.brpg-inc.com/

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