Our Mission as a family-owned business is caring for our clients as if they were a member of our own family. As a provider of multiple health and life insurance based services, we work with individuals, families, wartime veterans and their spouses, as well as small business owners. Our purpose is assessing the needs of the family or organization then establish measures to protect our client's health and finances through every stage of their life or business. We at Beacon Associates will light the way and see you through.
Lets pretend every asset you have is liquid, moveable, and changeable. Next, ask yourself, if you could make a new plan starting today, what would it look like? That includes your CD’s, money markets, annuities, stocks, bonds, mutual funds, REIT’s, or whatever. So let's distinguish between your “investable” assets vs. assets that are not. (i.e. Rental Property or Real Estate)
You have to imagine your assets not where they are invested today, or last year, or even where they were 10 years ago. We’re not looking in the rear-view mirror, but trying to map out our future.