Do You Know the Difference Between a Broker and a Fiduciary?

Find Out Now

Upcoming Events

Recent News

Managing Probate When Setting Up Your Estate

Probate process. Probate can take more than a year in some cases, and fees and court costs may add up over that time. In many cases, this is due to... Read More

Establishing Good Credit in College

The Week on Wall Street Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and... Read More

Cash Flow Management

You've probably heard the saying that "cash is king," and that truth applies whether you own a business or not. Most discussions of business and... Read More

What if You Get Audited?

"Audit" is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren't that high.... Read More

Insurance Needs for Empty Nesters and Retirees

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be... 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 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 More
Schedule Now