Beacon Financial Group

Beacon Financial Group Financial Planning, Retirement Planning, Protection Planning, Voluntary Benefits. Beacon Financial Group started as an idea. The result? Beacon Financial Group.

Let’s take a group of experienced, accredited consultants who are dedicated to placing the needs and goals of their clients above all else. Then we’ll provide them with the tools they’ll need to work with any management company they choose and access to the best technology around. We currently provide financial consulting to individual investors nationwide. Personal, attentive service and an under

lying commitment to helping our clients understand the complexities of the financial world are the cornerstones of our mission.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
09/02/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
09/01/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
08/31/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/30/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
08/29/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
08/28/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

An ILIT could play a role in your estate strategy.
08/27/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/26/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/25/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Doing some home improvement?  There's one item that most homeowners overlook when undertaking remodeling projects.
08/24/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

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101 Town Center Drive, Ste 111
Warren, NJ
07059

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