Wealth Management & Retirement Planning Through Education
Do You Know the Difference Between a Broker and a Fiduciary?
Find Out NowUpcoming Events
Recent News
Times are Changing – But You Don’t Have To!
Common Community Feelings Good Tuesday morning, I hope you are all safe and well during these trying times. I have attached a link to a Harvard... Read More
90-Day Tax Deadline Delay
In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the... Read More
How Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security... Read More
Your Extended Care Strategy
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably... Read More
Ways to Fund Special Needs Trusts
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental... Read More
About Beacon Associates
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, and their spouses, as well as small business owners. Our purpose is assessing the needs of the family or organization then establishing measures to help 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.
Learn MoreChart Your Course
At Beacon Associates, we will light the way and see you through insurance and financial planning decisions that help you meet your goals. Get started with a free, no-obligation consultation with our licensed agents by clicking below or calling us at 800-532-0808.